In order to manage your skills, you must first create a skill.
Once you have created your skills, you can edit, delete, reassign or remove them according to your needs.
How it Works
1. Edit a Skill
1. Edit a Skill
You might want to make some changes to a skill you have already created. To do so, you can edit a skill in the Skills tab.
From your list of skills, select the desired skill and click Edit in the Actions column.
Make any necessary changes and Save.
NOTE: You can only edit one skill at a time.
2. Delete a Skill
If you don't want to use a skill anymore, you can delete it in the Skills tab.
From your list of skills, select the desired skill and click Delete in the Actions column.
NOTE: You can only delete one skill at a time, if it is not currently assigned to any clients. If the skill is assigned to a person, you cannot delete the skill.
3. Reassign a Skill
It is possible to assign a skill multiple times to the same person and keep a record of each assignment in the client's account. When you reassign a skill, the assigned date of that skill will be updated.
Reassign Individually
Search for the desired client via the Client>People tab.
Go in the Skills subtab.
Click on ⟳ in the Reassign column to reassign the desired skill to the participant.
Mass Reassign
If you want to reassign a skill to many people, you can use the Mass assign tool in the Skills tab.
Follow the same steps as to Mass assign your skill.
Click on Assign to massively reassign the skill to the selected people.
4. Remove a Skill
Skills can only be removed by an administrator of the organization. Participants cannot remove a skill from their own account. Once removed, there will be no traces that the skill was assigned.
Remove Individually
You can remove a skill directly from a client's account. Via the Clients>People tab:
Select the participant for whom you want to remove the skill, then click on the Skills subtab.
Click on the trash icon in the Remove column to remove the selected skill.
Mass Remove
If you want to remove a skill to many people, you can use the Mass assign tool in the Skills tab.
Follow the same steps as to Mass assign your skill.
Click on Remove to massively remove the skill to the selected people.
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