Creating Categories, Skills, and Certifications

Your administrator can provide access to category, skill and certification record types to all user profiles who use the Skills and Certifications page, and assign the Category layout to the Category record type. To configure categories, certifications and skills for a hierarchy, see Setting up Categories, Skills, and Certifications.

To create a new category, skill or certification:

  1. Click the Skills and Certifications tab.
  2. Click New.
  3. If the Select Skill/Certification Record Type page displays, select one of the following types for your new record:
    • Category
    • Certification
    • Skill
  1. Click Continue.
    2. Note: Note
    To display skill or certification records in the Skills Matrix and all other skills pages, you must set a record type.
  2. Complete the fields described in Skills and Certification Fields.
  3. Click Save.
  4. [Optional] To view only the skills or certifications belonging to a resource’s regions, or sub-regions, assign the skill or certification to an RPGClosedAbbreviation of region, practice, group. hierarchy using the Skill/Certification Zone tab. See Skill Certification Zones Fields.
    The new skill is now ready for rating by your resources and for requesting resources for a project or opportunity.
  5. Repeat the steps above to complete the skills hierarchy.
  6. Resources can be rated by clicking New Skill/Certification Rating on their contact record. See Adding a Skill or Certification Rating. Resources can then edit this rating on their contact record or on the Skills and Certification Matrix page.