Who can use this feature?
🌍 Global Users are the only users able to access the Settings tab. If you are unable to see the Settings option, it is likely that you have not been granted permission, please contact your Administrator.
This document instructs the User on how to create a Skill which is associated to a Job Title.
When a Team Member first signs into the app, they are requested to select the Job Titles that apply to them. Job Titles define the communications that each individual receives.
Once the Job Titles have been selected, the App will then request relevant Skills that are associated to the Job Titles the Team Member selects. To add a Skill:
👉🏽 STEP 1: From the navigation menu, select Settings.
📌 Note: if you are unable to see the Settings option, it is likely that you have not been granted permission, please contact your Administrator.
👉🏽 STEP 2: From the Settings sub menu, select Skills.
👉🏽 STEP 3: Click the "Add Skill" button.
👉🏽 STEP 4: In the Skill Name field, type the name of the Skill. Example: "First Aid".
👉🏽 STEP 5: Begin typing the name of the Job Title the Skill is associated to. A drop down box will appear, click the name of the Job Title to assign it to the Skill. If you make a mistake, click "Remove".
As described at the start of this document, Team Members are able to assign their own Job Titles and Skills when they sign in to the app. However, certain Job Titles or Skills may be sensitive for example "Manager" and should therefore be restricted.
Restrictions - means that whilst the Job Title / Skill is visible to all Team Members who sign in to the App, they will be unable to assign themselves with the Job Title / Skill unless it has been added via the Console when the Team Member was added.
Visibility - will completely hide the Job Title / Skill from all Team Members, unless the Tag has already been assigned to the Team member when they were added to the Console.
👉🏽 STEP 6: To Toggle the above options On / Off, simply click the padlock or eye icon and the setting will update accordingly.
👉🏽 STEP 7: Click "Save" and your Skill will be saved. 🎉