Configuring the Skills List

Admin users can configure the list of skills that can be applied to an occupant. To configured the list of skills, follow these steps:

1. Click the gear icon in the upper right corner of the screen to open the Settings menu.
   

   

2. In the Settings menu, click the Organization tab on the left, then select Lists.
3. Select the Skills from the left Lists panel.

Adding New Skills to the List

1. Click the Add button.

2. In the Add Item popup, type a name for the skill.
   Note: Names are limited to 25 characters and can not include double-quotes ("), backslashes (\), backticks (`), periods (.) or line breaks.

3. Click the Add button save the new skill.

Removing Skills from the List

1. In the Values panel on the right, select the skill you want to remove.
2. Click the Remove button.

3. In the confirmation popup, click Remove again to confirm that you want to remove the skill.

Updating Skills for an Occupant

Skills can be added to an occupant in two ways:

• Managers and Admins can add skills to occupants from the Occupants tab.
• Occupants can add and update their own skills in their occupant profile.

Notes:

• Occupants can have up to 5 skills
• Skills appear in the order in which they are added to the occupant.

Occupants Tab

1. In the left navigation menu, click the Occupants tab.
2. Select that user that you want to update the skill list for.
3. Click the Occupant Management button in the top-right corner of the screen, then select Edit Occupant.

4. In the Edit Occupant popup, click the Social tab on the left, then select Attributes.

5. Click on the skills area to open the skills selection list.
6. Select the skills that you want to apply to the occupant.
7. Click Save Changes.

Occupant Profile

1. In the left navigation menu, click on your user image/name.
2. In the dropdown, select Profile.
3. In the Profile Menu popup, click the Social tab on the left, then select Attributes.

4. Click on the skills area to open the skills selection list.
5. Select the skills that you want to apply to your profile.
6. Click Save Changes.

Viewing Skills Applied to Other Occupants

You are able to view skills that have been added to other users in multiple ways, including:

• Turn on the Skills column on the Occupant Directory page.
• Open an occupants profile by clicking on their name.

Viewing Skills in the Occupant Directory Table

1. In the left navigation menu, click on Directory.
2. In the top-right corner, click on the column filter button.
3. In the list of column filters, ensure that Skills is shown.
   Note: If the eye next to the column name is grey, then the column will be shown. If the eye is red, it will be hidden.

Viewing Skills in an Occupants Profile

1. In the left navigation menu, click on Directory.
2. Click on the users name in the Occupant Directory.
3. In the user profile popup, click on the About tab.