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This screen holds the catalogue the workforce is described in: which skills exist and what authorises them, which certifications expire and when, the shifts people work, and the courses that qualify them. Open it from Administration → Workforce. Who holds what is recorded on each person and read on the skills matrix; this screen decides the lists themselves.
If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules, or it may not be included in your plan.
The workforce configuration screen The workforce configuration screen The stat strip counts skills, certifications and, when there are any, skills that are unsatisfiable. An unsatisfiable skill gets a red banner of its own — for example Welding can never be satisfied — because it needs a certificate that no certification authorises, so nobody can ever qualify for it and routing finds no candidates without saying why. Who can change this. The lists are edited by people whose role includes Add configuration entries and Edit configuration entries. The skills, certifications and training courses lists each have a search box — Search skills, Search certifications and so on — and a filter button that narrows the list by any column. The search looks through what the filters leave.

Skills

What a person can do. Skills are read by maintenance plans to say what a round requires, by routing and dispatch to rank and warn about who could do a job, and by the skills matrix to find where you depend on one person. Add a skill opens the form; Edit on a row changes it. On a skill that needs a certificate, the link button beside Edit opens What authorises skill: tick the certifications that authorise it, then Done. A worker is qualified only while holding one of them, valid on the day the work is planned — not merely valid today. Keep the list at the level work is actually described. “Mechanical” is too coarse to route on; “replacing a mechanical seal on a centrifugal pump” is too fine to maintain.

Certifications

Formal authorisations that stop being valid on a date. The validity period is typed once here, so a renewal derives its expiry from it rather than somebody typing it on every certificate. Add opens the form; click a row to edit it. Editing a certification Editing a certification

Shifts

The patterns your sites work. Each card shows the shift’s name and hours, its site and the time worked and break it represents. Shifts decide who is available when, which is what capacity and dispatch read. Add opens the form; click a shift to edit it. Editing the Day Shift Editing the Day Shift

Skill categories

Groups skills — mechanical, electrical, instrumentation — so a long list stays navigable. Each card shows how many skills it holds. The form has Name (required) and Active.

Worker types

How a person is engaged. The defaults are Contractor, Employee (tagged internal) and Vendor Technician (tagged vendor), each with how many people carry it. A vendor-supplied type is how a contractor’s engineer appears on the roster without a login of their own.

Training courses

A course that grants a certification is the route by which somebody becomes qualified: completing it produces the certificate, and the certificate is what routing reads. The list shows Course, Provider, Length, Grants (the certification, or nothing) and Attended.