Create, edit, and delete a skillset

To use Civic Platform’s automatic assignment, you must set up the skillsets available at your agency. Civic Platform can then assign appropriate workloads to the department or employee with the best skillset necessary to perform the work.

You can create a skillset as desired. Civic Platform uses skillsets when determining where to assign workloads.

To create a skillset

  1. From the Administration menu, select Workflow & activity > Skillset.

  2. Select New.

  3. Complete the skillset fields that display.

    Field Action
    Category Select the category from the drop-down list. SR Type is the only category currently available.
    Value select the Selection icon to select a value from the display.
    Department Select the department where you want to assign the skillset.
    User ID If you are creating a skillset for an individual user, use the drop-down to select the user ID of the staff member that belongs to the department you selected.
    Expertise

    Select the level of expertise the person has in the skills. Civic Platform assigns the skillset points for the skillset to workload ratio based on this selection.

    The possible values are as follows: Novice = 1 point, Intermediate = 5 points, Expert = 10 points.

  4. Select Submit.

You can edit previously created skillsets as necessary.

To edit a skillset

  1. From the Administration menu, select Workflow & activity > Skillset.

  2. Select the link in the Category column for the skillset you want to edit.

  3. Update the skillset fields that display.

    Field Action
    Category Select the category from the drop-down list. SR Type is the only category currently available.
    Value select the Selection icon to select a value from the display.
    Department Select the department where you want to assign the skillset.
    User ID If you are creating a skillset for an individual user, use the drop-down to select the user ID of the staff member that belongs to the department you selected.
    Expertise

    Select the level of expertise the person has in the skills. Civic Platform assigns the skillset points for the skillset to workload ratio based on this selection.

    The possible values are as follows: Novice = 1 point, Intermediate = 5 points, Expert = 10 points.

  4. Select Submit.

You can delete obsolete and unwanted skillsets.

To delete a skillset

  1. From the Administration menu, select Workflow & activity > Skillset.

  2. Select workload you want to delete.

  3. Select Delete.

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