Who is this article for?

Administrators that need to create or configure a skill.

Administrator access is required.

Skills automatically assign documents, learnings and audits to users, with each skill configuring specific requirements such as mandatory or optional items.

1. Creating a skill

To create a new skill:

1. In the Skills module, click Create on the top right.

2. Fill in the initial settings.

The User Type field indicates which roles can have this skill (for example, a skill only for employees and not contractors).

3. Click Save.

After saving, you can see the subpanels for each attachable assignment, such as documents, audits and learnings.

2. Adding items to a skill

To add documents, audits or learnings to your skill:

1. Click Select to add an item to this skill.

2. Search for your document and tick the box.
3. Click Select.

3. Configuring item requirements

To configure the requirements for an item:

1. Click Configure to specify the requirements for this document.

The configuration options determine the following requirements:

• Document Approval Required – when set to Yes, this document must be approved by a specific role (for example, a manager)
• Document Mandatory – when set to Yes, this document must be uploaded and approved to be compliant
• Upload Document Required and Mandatory – when Required is set to Yes, a field to upload a file appears; when Mandatory is set to Yes, that field must have a file attached to submit
• Review / Expiry Date Required and Mandatory – when Required is set to Yes, a field to add an expiry date appears; when Mandatory is set to Yes, that field must have a date selected to submit (the document will expire and require resubmission on this date)
• Allow Company Approval – when set to Yes, if a contractor employee uploads this, their company must approve it first
• View History – when set to Yes, allows viewing the historical uploads

For fields not listed above, Required means a field for it appears, and Mandatory means that field must be filled.

Important: Making an item mandatory and assigning it to users will immediately make them non-compliant.

4. Understanding priority when multiple skills share items

If two skills have the same document with different mandatory settings, and both skills are assigned to the user, the Mandatory = Yes setting takes priority.

For example, if Skill A has a driver's licence document set to Mandatory = Yes, and Skill B has the same document set to Mandatory = No, the document will be mandatory for any user assigned both skills.

5. Assigning skills to users

You can assign skills to users in two ways:

• Use the Users panel within the skill configuration
• Open specific users' profiles and add the skill directly there