Competencies

Competencies build on user licences and it allows you to determine  which licences the technicians have against them that enable 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 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 Driver's licence.  We also 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. Below image shows the competency called Cabling Technician that we've set up wherein two licences were added namely Driver's license and Tradeperson's licence.

5. 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

6. After adding the user, tick the box under Required to make the competency a requirement before such user can be assigned jobs.

When we go to Scheduler → Job Scheduler and under the User Name, we'll see "Competency Not Met" and we're unable to assign jobs to that user.

6. To fulfill the required competency, we must add the required licences to the user.

Click View to access the user details and add the required licences from there.

7. Look for the Licenses area and click Add to add the required licences.

8. After adding the required licences which fulfills the Cabling Technician competency, you can go back to Administration → Competencies and status should already changed to a green check mark.

This means that user Courtney Smith  has met the required competency called Cabling Technician and can now be booked in for jobs.