Skip to main content
Showing IndiaShowing UAEShowing United Kingdom

View and manage skills

Open Production › Setup and the Skills step to see every skill. From a row you can view, edit or delete one.

Video coming soon: Tour of the Skills list

The list​

Each row is one skill, most recently updated first. By default you see Code, Skill, Held By, Resources, Description and Active. Resources lists the resources that hold the skill, and shows only if your role can see resources. Use the column chooser in the table header to add Updated At, Notes, Created By, Updated By and Created At. You can sort by Code, Skill, Held By, Created At and Updated At.

Search and filter​

There is no search box on this list. Click the filter icon in the Actions column header and choose Held by (a kind) or Status (Active only or Inactive only). Chips above the list show what is filtered. Click one to clear it.

Import and export​

You can import skills from Utilities › Bulk Import. See Add a skill. There is no export.

Actions​

Each row has three icons. Edit and delete only show if your role has edit access to skills. Clicking a row opens it for editing when you have edit access.

View​

The eye icon opens the skill as a printable page in a side view, next to a narrower list. The side view has an Edit button, and you can maximise or close it.

Print​

Click the printer icon (Print Preview) in the side view, then print the page or download it as a PDF. There is no email option.

Edit​

The pencil icon opens the form from Add a skill. The kind cannot change while a resource holds the skill.

Delete​

The bin icon asks you to confirm, then deletes the skill. It is refused while a resource still holds it, and the message names the resources. Remove the skill from them first.

On mobile​

The mobile app has no Skills screens.

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​

Delete says the skill is still held

Open each resource named in the message, remove the skill, save, then delete the skill again.

The Resources column is missing

It shows only when your role has access to resources.