Managing Skills, Certifications, and Experience for Resources

To view details of skills or certifications:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
2. Select the Skills tab or the Certifications tab as required. Details of your own skills or certifications are displayed by default.
3. [Optional] Select Other and search for the resource whose records you want to view. To view records for someone else, you must have a permission control with Skills And Certifications View or Skills And Certifications Entry selected.

If a listed skill or certification has a related experience record, this is indicated in the Experience column.

To view the hierarchy path for a skill or certification, hover over in the Hierarchy Path column. Details of the hierarchy path are displayed in the form of a tooltip. If the Hierarchy Path column is not displayed, right-click a column heading and select it from the Columns sub-menu. For more information on skills hierarchies, see Creating Categories, Skills, and Certifications.

To manage files attached to a certification:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
2. Select the Certifications tab. Details of your own certifications are displayed by default.
3. [Optional] Select Other and search for the resource. To attach files to someone else's records, you must have a permission control with Skills And Certifications Entry selected.
4. Click in the Attachments column for the relevant certification record.
   Note:

   The value in the Attachments column indicates the number of files currently attached. If the Attachments column is not displayed, right-click a column heading and select it from the Columns sub-menu.
   

The Manage Attachments window is displayed. Files that are already attached are listed.

5. [Optional] Click Upload Files or drag and drop files you want to attach. The image formats supported are JPEG, PNG, and PDF.
6. [Optional] Click next to an attachment to see a preview.
7. [Optional] Click next to an attachment to delete it.
8. Click Close.

To add skills or certifications:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace. Details of your own skills are displayed by default.
2. [Optional] Select Other, then search for and select a resource. To add records for someone else, you must have a permission control with Skills And Certifications Entry selected.
3. Click Add | Skill or Certification.
   
   Tip:

   If Restrict Skills and Skill Sets by Role in the Skills Management custom setting is selected, only the skills and skill sets that relate to your role or the role of the resource you are adding records for are displayed. Skills and skill sets without an associated role are also displayed.
   

4. [Optional] Search for a skill set and click to add all the items in that skill set to the Add Skills section in bulk.
   
   
   Tip:

   The Skill Set lookup can act as a filter. If you select a skill set, only items from within that skill set are available for you to select from in the Add Skills section.
   

5. Complete the fields in the Add Skills section as required for the skill or certification you are adding.
6. [Optional] Click Add More to add more rows to the Add Skills section.
7. [Optional] Click to delete a row from the Add Skills section.
8. Click Add.

Using Classic or Lightning Visualforce Pages

To rate yourself or someone else against one of the skills, categories, or certifications in your organization:

1. Do one of the following depending on the way in which your administrator has set up your organization:
   • Click the Contacts tab, select the resource that you are adding the rating for and then click New Skill / Certification Rating in the Skill and Certification Ratings related list.
   • Click the Skills and Certifications tab, select the skill or certification that you want to provide a rating for, then click New Skill / Certification Rating in the Resource Ratings related list.
2. Complete the fields on the New Skill / Certification Rating dialog as described in Skill / Certification Rating Fields.
3. Click Save.

To delete skills or certifications:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace. Details of your own skills are displayed by default.
2. [Optional] Select Other, then search for and select the resource. To delete someone else's records, you must have a permission control with Skills And Certifications Entry selected.
3. Select the Skills tab or the Certifications tab as required.
4. Select one or more records.
5. Click .

To edit a skill or certification:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace. Details of your own skills are displayed by default.
2. [Optional] Select Other, then search for and select the resource whose records you want to edit. To edit someone else's skills and certifications, you must have a permission control with Skills And Certifications Entry selected.
3. Select the Skills tab or the Certifications tab as required.
4. Double-click a cell to edit it.
   Note:

   Read-only fields are locked for editing and are shown by a visual indicator. If the length of a field name is longer than the column length, the visual indicator might be hidden. Increase the column length to display the visual indicator. Checkbox columns do not show the read-only visual indicator.

5. Click Save.

You can submit your own records for approval depending on your approval process. A message is displayed when records are successfully submitted for approval.

When records are submitted for approval, their status is displayed in the Approval Status column. Values in Approval Status are “Submitted”, “Saved”, “Accepted”, and “Rejected”.

The Approval Status field and Submit for Approval button are displayed when an approval process is active. If you do not have an approval process, Approval Status is not displayed but you can manually add this column. You cannot edit or resubmit records in the approval process with the Approval Status of "Submitted".

To submit skills and certifications for approval:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
2. On the Skills or Certifications tab, select the records you want to submit for approval.
3. Click Submit for Approval. The records are submitted to an approver.

To view details of your own or another resource's experience:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
2. Select the Experience tab. Your own experience records are displayed by default. Any of your closed assignments with an associated resource request that has related resource skill requests are also displayed.
3. [Optional] Select Other and search for the resource whose records you want to view. To view records for someone else, you must have a permission control with Skills And Certifications View or Skills And Certifications Entry selected.

Tips

If information you want to view is not visible, right-click any column heading and check the Columns sub-menu to see if the information you want is in a hidden column. You can then select it from the Columns sub-menu to show the column.

To view the assignment or project task assignment that is related to an experience entry, click the link in the Related Record column.

You can check the Experience column on the Skills and Certifications tabs to find out whether a resource has experience recorded against a skill or certification that is listed.

When viewing the details of a selected resource on the Resource Requests Lightning page, you can click View Experience in the Skills section of the Resource Details tab to view details of the resource's experience. The Resource Details tab is available on the PSA Contact Card Lightning component. For more information, see Using the PSA Contact Card.

To manually add details of your own or another resource's experience in using a skill or certification:

1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
2. [Optional] Select Other, then search for and select the resource you want to add experience details for. To add details for someone else, you must have a permission control with Skills And Certifications Entry selected.
3. Do one of the following:
• Click Add | Experience.
• Navigate to the relevant row on the Skills or Certifications tab, click the arrow in the Actions column and click Add Experience. If you can't see the Actions column, see Managing the Columns Displayed.
4. Select either the assignment or the project task assignment (PTA) on which the experience was gained. Only assignments and PTAs with a status of Closed are displayed. If an assignment has an associated resource request containing resource skill requests, relevant skills or certifications are displayed in the Add Skills Used section.
5. [Optional] Complete the fields in the Add Skills Used section to add any skills and certifications used during the experience that are not already listed.
   Tip:

   If Restrict to Skills with Existing Rating in the Skills Management custom setting is selected, only those skills and certifications for which the related resource already has a corresponding skill / certification rating record are displayed.
   

6. [Optional] Click Add More to add more rows to the Add Skills Used section.
7. [Optional] Click to delete a row from the Add Skills Used section.
8. Click Add. The experience record is displayed on the Experience tab of the Manage Skills and Certifications window. You can only create one experience record per assignment for a resource.
   Tip:

   The experience name is automatically populated with the name of the relevant assignment or PTA with an "Exp -" prefix. To change the automatically created experience name, click the experience name in the Experience Name column of the grid and overtype it on the experience record.