Compentences are used to better assign tasks to users that have the necessary knowledge and expertise to undertake them.
Manage competences
Accessing competences is done by accessing the SETTINGS > COMPETENCES menu.
In the same menu, it's possible to edit and delete the existing competences.
Creating a competence
To create a new competence you need to fill out following:
Title: The title of the competence
Category: The category of the competence
Type: Choose from one of the following options:
- Enable/disable: Enable or disable the competence when desired
- Multi level: Use different levels of expertise within the competence
- Module: Choose one of the following modules you want the competence to be assigned to:
- User
- Equipment
- CRM
Edit a competence
Editing a competence happens in the same menu. Just click on the pencil or directly on the title to enter edit mode.
Assign competence
You can assign the competence, you just need to edit up to three objects:
- User
- Task
- Equipment
- CRM
User objects
