Competencies builds on user licences and it allows you to determine which licences the technicians have against them that enables them to do their work.
For example, if you have a job that requires a specific competency, you'll be able to set it in a way that no jobs can be assigned to that user unless a required competency is met.
1. You can access Administration → Competencies and and set up competencies.
2. Click New to add a competency.
3. Enter the competency name and click New and add the required licences.
In this example, we are creating a competency called Cabling Technician and adding a licence called Tradeperson's licence and we have the option to add more licences depending on what's required to fulfill that competency.
Note: You can also create a new licence from this screen by clicking Create Licence.
4. After adding the required licences, we need to add the users that require such competency.
In the Users field, click New and click the little triangle to display the list of users and select accordingly.
- In this example, we are adding the user Courtney Smith
5. After adding the user, tick the box under Required to make the competency a requirement before such user can be assigned jobs.
