Difference between revisions of "12 Skill Providors"
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To '''Set up new Skills and Suppliers as Skill Providers''' you must have '''Access''' to the employee module. | To '''Set up new Skills and Suppliers as Skill Providers''' you must have '''Access''' to the employee module. | ||
| + | To create a '''New Skill''' click on the '''Employee Module''' on the '''Left''', and then on the '''Skills List''' function on the '''Right'''. | ||
| − | + | When the list opens, select the '''NEW''' button at the bottom of the screen. Type the '''New Skill''' in the Skill Name field and click '''Save'''. If you go back to the employee card this will now appear as one of the skills options in the drop down menu in the Skills / Attachments options. | |
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| − | + | To create a '''New Suppliers as Skill Providers''' click on the '''Employee Module''' on the '''Left''', and then on the '''Skills Providers List''' function on the '''Right'''. | |
| − | + | When the list opens, select the '''NEW''' button at the bottom of the screen. This will open a '''New Supplier''' screen, complete the information and click '''Save'''. If you want to select a '''Supplier''' from your '''Existing''' Supplier list, tick the '''Show all Suppliers without Skills as Well''' box on the right side of the screen. | |
| − | + | After Creating / Selecting an existing supplier click on the '''Add Skills''' button at the end of the window. In the '''Supplier screen''' in the '''Follow Ups/Skills''' tab select the '''Skill Name''' from the drop down menu and tick '''Active'''. Then Save the Supplier. | |
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| − | After Creating / Selecting an existing supplier click on the '''Add Skills''' button at the end of the window. In | + | |
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| − | the '''Supplier screen''' in the '''Follow Ups/Skills''' tab select the '''Skill Name''' from the drop down menu | + | |
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| − | and tick '''Active'''. Then Save the Supplier. | + | |
In the '''Skill Provider''' list the '''Skill''' will be listed next to the '''Provider'''. | In the '''Skill Provider''' list the '''Skill''' will be listed next to the '''Provider'''. | ||
Latest revision as of 01:21, 10 December 2014
Skill Providers
Can you set up new Skills and Suppliers as Skill Providers?'
To Set up new Skills and Suppliers as Skill Providers you must have Access to the employee module.
To create a New Skill click on the Employee Module on the Left, and then on the Skills List function on the Right.
When the list opens, select the NEW button at the bottom of the screen. Type the New Skill in the Skill Name field and click Save. If you go back to the employee card this will now appear as one of the skills options in the drop down menu in the Skills / Attachments options.
To create a New Suppliers as Skill Providers click on the Employee Module on the Left, and then on the Skills Providers List function on the Right.
When the list opens, select the NEW button at the bottom of the screen. This will open a New Supplier screen, complete the information and click Save. If you want to select a Supplier from your Existing Supplier list, tick the Show all Suppliers without Skills as Well box on the right side of the screen.
After Creating / Selecting an existing supplier click on the Add Skills button at the end of the window. In the Supplier screen in the Follow Ups/Skills tab select the Skill Name from the drop down menu and tick Active. Then Save the Supplier.
In the Skill Provider list the Skill will be listed next to the Provider.
