Create and assign skills

What are skills used for?

Skills give you an additional way to control which employees you can assign to specific orders. By creating a skill for a particular certification — for example, "Electrical safety authorisation" or "Working at height" — you can:

• Assign the skill to employees who hold that certification
• Link the skill as a requirement to an order category
• Automatically filter the participant list so only employees with the required skill appear when assigning participants to orders in that category

How do I create a skill?

1. In Handyman Office, go to Configuration → Skill (CTRL+F7)
2. Click New (ALT+N)
3. Enter a name and description for the skill
4. Click OK

How do I assign a skill to an employee?

Open the employee record in Configuration → User, navigate to the Skill tab, and add the relevant skills. You can also set skill levels and expiry dates if required.

How do I link a skill to an order category?

Go to Configuration → Order categories, select the category, and add the required skill under the skill settings. When a participant is added to an order in this category, the participant list is automatically filtered to show only employees with the required skill.

See also: Order Category, Add participants on order