Mass Managing Skills and Certifications for Resources

Using the Skills Management Lightning app page or the PSA Mass Manage Skills and Certifications Lightning component, you can view relevant resources by using filters. You can then select multiple resources and view, add, and delete their skills and certifications.

The grid displays the resources for which you have the Skills and Certifications Entry permission control. This enables you to view or manage skills and certifications for other resources.

Note:

If you have Skill Zones and Restrict Skills and Skill Sets by Role enabled in your org, you cannot apply skills using this component in Spring 2022.

Filtering Resources

To easily identify the resources, the Filter panel consists of four sections:

• Skills
• Resource Fields
• Skill Fields
• Skill Rating Fields

The Resource Fields, Skill Fields, and Skill Rating Fields are using field sets to show the fields used for filtering resources. If the field set is not defined the following default fields are shown in each section.

• Resource Fields
  • Resource Role
  • Region
  • Practice
  • Group
• Skill Fields
  • Type
• Skill Rating Fields
  • Evaluation Date
  • Expiration Date

You can select the field sets from the Contact Filter Field Set, Skill Filter Field Set, and Skill Rating Filter Field Set lookups in the edit page mode from the App Builder. For help, contact your administrator.

Once you specify the field sets for these filter sections, the fields specified in the field sets are displayed with the default fields.

Note:

If a field is already a part of the default fields and also included in the field set, that field is displayed only once.

To filter the grid to focus on specific resources:

1. Click to open the Filters panel.
2. Click or search within a filter field and select from the drop-down list or the search results.

   For the Skills filters, you can either select a skill set or select one or more skills or certifications individually. If you apply the skill set or select multiple skills or certifications, you can select an option for the filter to match all or any of the selected skills.

3. Click Apply. The filtered resources are displayed in the grid.
4. Click to close the Filters panel.

Applying Skills and Certifications

To apply skills and certifications to multiple resources:

1. Select the checkboxes of the relevant rows in the grid.
2. Click Apply Skills. The Add to Profile window opens.
3. Select individual skills and certifications and their details or add skills and certifications from skill sets.
4. [Optional] Click to identify and select the right skills for your profile.

Note:

To enable Filters under the Add from Skill Set section on the Add to Profile window, create a field set for the Skill / Certification object and add the field set API name to the Add Skills - Filter Field Set option in the Skills Management custom setting.

5. Click Add.

Deleting Skills and Certifications

To delete skills and certifications for multiple resources:

1. Select any number of resources under Mass Manage Resource Skills. Click Delete Skills. The Delete Skills window opens.
2. [Optional] Click to filter the skills by Type.

Tip:

Use the Skill Fields Field Set to add more fields other than the default field Type field for filtering the resource skills. For help, contact your administrator.

4. Select the skills and certifications that you want to delete for the selected resources.
5. Click Delete.

Batch deletion of skills:

1. Select all the resources under Mass Manage Resource Skills. Click Delete Skills. The Delete Skills window opens.
2. Select all the skills displayed for the selected resources.
3. Click Delete. The batch process for skills deletion starts.

A progress bar to check the progress of the deletion process is displayed. You can also close the Delete Skills window while the process is going on and once the process is complete you will be automatically notified through an email and notification.

Note:

Only one deletion batch job is processed at a time. An error message is generated if you try to start another deletion process when one is already in progress.

Viewing Skills and Certifications

1. To view the skills and certifications of a resource, click | View Skills. The Skills and Certifications window displays the details of the resource's skills and certifications.
2. Click to filter skills and certifications by Type.

Tip:

Use the Skill Fields Field Set to add more fields to the filter for filtering the resource skills. For help, contact your administrator.