Skills Matching Template
From SmartWiki
When creating a Level 1 Templates there are 2 different Template styles to choose from:
- The Standard Template
- The Skills Matching Template.
- The Skills Matching Template allows you to define a set of skills that are related to a particular Level 1 record.
- In the Contact section of that record a Skills Match button will appear which will allow you to find contacts that have the relevant skills defined for that entity.
- For example, if the Level 1 record is a funding application for a project researching whale migration patterns you may want to assign reviewers with skills in oceanography, marine biology and meteorology.
Contents
Using a Skills Matching Template
- To you the Skills Matching Template you must first enable contact skill matching on the Application Configuration page of your UTA.
Once it has been enabled you will be able to:
- Select the Skills Matching template on the Template page.
- Create skills on the Settings page
- Define which skills will be available for selection on the Settings page
- Rename the term Skills on the Application Configuration page
Select which skills you want to use within this UTA
This can be done using the Skills link on the Settings page of your UTA.
- The skills relevant to this UTA should be enabled by selecting the box next to each, then saving the page.
- All skills that have been configured within the Applicant Tracking skills section will be shown on this page. To add to the Skill set available to the UTA you must add them with Applicant Tracking.
Defining Skills on a Level 1 Record
When a Level 1 record has been created a Skills tab will appear on the navigation bar.
