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12 Skill Providors

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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.