Add a skill
Name the skill, choose the kind of resource that holds it, and click Add. Then tag your resources with it.
Quick add
- Go to Production › Setup and open the Skills step.
- Click Add Skill.
- Enter the Skill Name and choose the Kind.
- Click Add.
Done. The skill appears on the Skills list. Open a resource and add the skill to it.
Full guide
On an empty list, click Add Skill in the middle of the screen. A field marked with a red star is required. Click Cancel to leave without saving.
The fields
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Skill Name | Yes | A short name your team already uses, such as Welder. It must be unique in the business unit. |
| Kind | Yes | Who holds it: Machine, Work Centre / Facility, Operator / Labour or Tool. |
| Description | No | A short note to tell two similar skills apart. It is only for people to read. |
| Active | No | Ticked by default. |
| Notes | No | Anything else your team should know. |
Tag resources with the skill
A skill does nothing until a resource holds it. Open the resource, find Skills, and add it there. The list on a resource only offers skills of its own kind. See Add a resource.
Import many skills
Open Utilities › Bulk Import, pick Skill under Production, and follow the steps to upload a sheet. The sheet uses the same fields as the form. See Bulk Import.
On mobile
Skills has no screen on the phone. Use the web. Same on iPhone and Android.
The Android app is on Google Play. The iPhone app is coming soon to the App Store.
Problems and fixes
A skill with that name already exists
Names are unique. Use the existing skill, or give the new one a different name.
I cannot change the kind
A skill that a resource holds cannot change kind. Remove it from every resource first, or create a new skill for the other kind.
A resource does not offer the skill
Check that the skill's Kind matches the resource's kind, and that the skill is active.