8,849
edits
Changes
→Using a Skills Matching Template
When creating a [[Level 1 Templates]] there are 2 two 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|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.''
==Using a Skills Matching Template==
* To you use the Skills Matching Template you must first enable contact skill matching on the Application Configuration page [[UTA_Settings_-_General|UTA General Settings 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 '''[[UTA_Settings_-_Settings|UTA Settings''' page- Main Page]]:* Define which skills will be available for selection on the '''[[UTA_Settings_-_Settings|UTA Settings''' page- Main Page]]:* Rename the term '''Skills''' on the '''Application Configuration''' page[[UTA_Settings_-_General|UTA General Settings Page]]
===Select which skills you want to use within this UTA===
This can be done using the '''Skills''' link on the '''[[UTA_Settings_-_Settings|UTA Settings''' page - Main 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 (if enabled) will be shown on this page. To add to the Skill set available to the UTA you must add them with Applicant Trackingshould follow the '''Create Skills''' link on the [[UTA_Settings_-_Settings|UTA Settings - Main Page]].:''Note: the term '''Skills''' may have been renamed in your [[UTA]].
===Defining Skills on a Level 1 Record===
When a Level 1 record has been created a '''Skills''' tab will appear on the navigation bar.
==See Also==