Add skills and link to Users from the
mApp®
Solution
from the
CSM Desktop Client
or
Browser Client.
Note: This functionality is only available if you have
applied the Skills Management
mApp Solution.
- Open the Search Manager.
- From the
Association drop-down list, select
Skills.
The All Skills Saved Search displays.
- Run the
All Skills Saved Search.
Search results are listed. There are 87 pre-loaded skills
included in the
mApp Solution.
- To create new skills, select
New from the menu bar. This can only be done
from the
CSM Desktop Client.
- To view a skill record, select the
skill.
- To assign a skill to a User, from the Form Arrangement, select the
Users tab, and then select the
link button.
Note: In the
Browser Client,
if you do not see the Form Arrangement tabs at the bottom of the Form, find the
Form Splitter Separator and drag it up to reveal the tabs.
The
User Info Selector
window opens.
- Select a
User and then select
OK.
- To assign all Users from a specific team to a skill, from the Form
Arrangement, select the
Teams tab, and then select the
link button.
The
Team Info Selector window opens.
- Select a
Team and then select
OK.
After saving the skill record, the Users within the linked
team will automatically be linked to the skill and will be visible on the Users
tab. A refresh may be required to see the changes.
- To assign a required skill to an Incident Category, from the Form
Arrangement, select the
Incident Categories tab, and then select the
link button.
The Incident Category Selector window
opens.
- Select an
Incident Category and then select
OK.
Categories can only have one skill as its Required Skill.
- To view the Incident Category Form, select the
Category from the list in the
Incident Categories tab, and then select the
Goto Incident Category button.
The
Required Skill on the Incident Category Form
is populated with the skill you linked.
- Save the record.