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→Using a Skills Matching 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 [[Applicant Tracking]] (if enabled) will be shown on this page. To add to the Skill set available to the UTA you should follow the '''Create Skills''' link on the [[UTA_Settings_-_Settings|UTA Settings page- 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==