Skills / Qualifications

Under Skills (qualifications) you manage the master data of those skills that are required for dispatching and resource planning – for example qualifications of drivers or requirements for orders and vehicles. The management is available exclusively to users with administrator or superadministrator rights.

1. Navigation

The skills management can be reached via the main menu under Master Data › Skills.

Note: This page is only visible to administrators.

2. Skills Overview (Table)

The overview shows all skills in a page-by-page browsable, sortable table. Each row represents one skill.

Default columns

Sorting

Clicking on a column heading sorts the list in ascending or descending order by that column. The Required skills column cannot be used for sorting.

Open a skill

Clicking a row opens the skill in the editing dialog. There all fields can be viewed and – depending on permissions – edited.

3. Create / Edit a Skill

Via the toolbar you can create a new skill or edit an existing one. In both cases the same dialog opens.

Procedure

1. Click the «Add» button in the toolbar (new skill) or select an existing skill in the list and choose «Edit».
2. Enter or adjust the fields in the dialog:

3. Save the dialog.

When saving, the system checks that both Reference ID and Name are unique. If already used values are entered, a corresponding message appears and the operation is cancelled.

Note: When creating a new skill, it is automatically assigned to the currently selected group (see Section 7).

4. Required Sub-skills

A skill can be linked with further required skills. This makes it possible to represent dependencies – for example that one qualification requires another basic qualification.

1. In the editing dialog, open the multi-select field «Required skills».
2. Use the search in the selection field to find and add the desired skills. The suggestion list searches the available skills of the current group and loads further matches when scrolling.
3. Already selected skills are not offered again in the suggestion list.
4. Added skills can be deselected again by removing them from the field.

The selected sub-skills then appear in the Required skills column of the overview.

5. Multilingual Note

The note field supports entry in multiple languages (German, English, French and Italian). This allows a language-dependent note to be stored for each skill.

1. In the editing dialog, open the multi-line note field.
2. Enter the text per language.
3. Save.

In the overview, the note is shown in the user's current display language.

6. System Skills

A skill can be marked as a system skill. System skills are protected and can only be edited or deleted by superadministrators.

• The «System skill» indicator is shown in the editing dialog only to superadministrators.
• If users without superadministrator rights attempt to open, edit or delete a system skill, the operation is rejected with a notification message.

7. Group Context

The display and editing of skills is related to the currently selected group (tenant).

• The overview shows the skills of the active group.
• New skills are automatically assigned to the active group.
• The suggestion list of the required sub-skills takes the group context into account.

Note: If the active group is changed via the global group switcher, the table automatically reloads and shows the skills of the newly selected group.

8. Show System Skills (Filter)

In the filter bar of the overview, the toggle «Include system skills» is available. With it you control whether protected system skills are shown in the table:

• Enabled: System skills are listed in addition to the regular skills.
• Disabled: System skills are hidden.

After changing the toggle, the list updates accordingly.

9. Delete Skills

Skills that are no longer needed can be deleted directly from the overview.

1. Select one or more skills in the list.
2. Click the «Delete» button in the toolbar.
3. Confirm the security prompt.

Deleting several skills at the same time (bulk operation) is supported.

Note: If there is a system skill among the selected entries, the deletion can only be carried out by a superadministrator. If the permission is missing, the operation is rejected with a notification message.

10. Toolbar Functions

The toolbar of the overview provides the following tools:

• Add / Edit: Create a new skill or edit an existing skill (depending on permissions).
• Delete: Remove selected skills (see Section 9).
• Apply templates: Apply saved view templates to the table.
• Layout / column configuration: Adjust and reset the displayed columns and the table arrangement. The configuration is saved on a user-specific basis and is retained after logging out.

11. Summary: Available Actions