Skillgroup administration

Create new, edit existing or delete

To create or edit, or delete a skillgroup, click on the Skillgroups tab to display all of the current skillgroups.  Use the toolbar buttons View, New and Delete

Assigning Staff members to a skillgroup(s)

  1. Select the most convenient skillgroup view by using the slider controls on the left of the Staff Manager screen.  Skillgroups can be grouped by their name first, and then the staff members that belong to that skillgroup, or by the staff member first and then their skillgroup
  2. Click on the Staff tab on the right side of the Staff Manager screen
  3. Drag 'n drop the staff member onto the appropriate skillgroup.  Alternately, you can select both the skillgroup and the staff member and click the Add Staff member button

Setting a skillgroup group supervisor

Each skillgroup must have a "skillgroup supervisor".  The skillgroup supervisor will be one of the staff members belonging to that skillgroup.  When there is only one staff member in a skillgroup, that staff member by default will be the skillgroup supervisor.  Whenever a job is assigned to the unassigned queue of a skillgroup, any email that is sent to the "New Assignee", or "Current assignee" via the Action screen will be re-directed to the skillgroup supervisor.  It is therefore important that every skillgroup supervisor has a valid email address specified for them in their client profile.

  1. Select the slider control called "Skillgroups viewed by skillgroup grouping"
  2. Expand the skillgroup you wish to administer to display all of the staff members that belong to that skillgroup
  3. Right-click the staff member and select "Set staff member as skillgroup supervisor"

  4. The icon for a skillgroup supervisor is different

Setting the default skillgroup for a staff member

  1. Select the slider control called "Skillgroups viewed by Staff grouping"
  2. Expand the staff member you wish to administer to display all of the skillgroups that the staff member belongs to
  3. Right-click the skillgroup and select "Set as default skillgroup"