Overview

Please note that the skills that are created in MobiWork are used for both your users and for contractors. This section will guide you through the process of assigning skills and certifications to your contractors, helping you build a more organized, efficient, and capable contractor network.

Whether a work order requires specialized knowledge, industry certifications, or particular qualifications, skill-based contractor management allows for more targeted dispatching and smarter resource allocation. By associating contractors with specific skills, certifications, and areas of expertise, MobiWork enables you to quickly identify the right contractor for the right job.

How to Access the Page

When you are first creating the skills for your contractors, you will need to access the User Settings page. For more information on how to access this page, please see the User Settings page.

The skills that are created on this page are used for both your users and for contractors. When you are associating your skills to a specific contractor, you will need to access the View Contractor pop-up window. For more information on how to access this window, please see the View Contractor page.

Set Up Skills in Settings

To set up a skill within MobiWork, you will first need to be on the User Settings page.

Once you are on this page, scroll down to the "Skills" section. Under this section, use the Plus Sign button to add specific skills, certifications, etc. to your MobiWork account:

Enter the name, the type of work order the skill is associated with, and any tags. When done, click on the Save button:

  • Note: You can add a set of skills so that is corresponds with a particular work order (e.g., machine unit certification for an installation work order).

Edit Skills in Settings

If you would like to edit the skills that are listed in your MobiWork account, you must first access the "Skills" section in the Settings page.

Once you are on this page, scroll down to the "Skills" section. Under this section, click on the "Edit" option from the Individual Actions button or the Pencil icon from the skill that you would like to edit:

The Edit Skills pop-up window will then appear. On this pop-up window, update the necessary fields. Once you are satisfied with your changes, click the Save button:

Associate Skills With a User

If you would like to associate the skills with a specific contractor, you will first need to be on the View Contractor pop-up window. For more information on how to access the View Contractor pop-up window, please see the View Contractors page.

Once you have opened the View Contractor pop-up window, click on the "Skills" tab.

To add or edit the skills associated with a contractor, click on the Pencil icon:

You will then be redirected to the Edit User Skills page; use the checkmarks to indicate which skills you would like to associate with or remove from the contractor:

When you are ready to finalize, click the Save button:

On the View Contractor pop-up window, make sure that the selected skills that are associated with the contractor are verified (active). If a skill is not verified, the "Skill Status" column will show that the specified skill is "Unverified."

Verified skills are skills that are currently active (e.g., drug tests that are still valid). Once a skill is unverified, (e.g., certifications that have expired) it will no longer be used for the "Dispatching User Skill Mode."

To verify a skill, click the Change to Verified button.

To unverify a skill, click the Change to Unverified button.

Manage Skills (Work Order)

To manage the skills associated with a work order, you must first be on the View Work Order pop-up window. Once you are on this pop-up window, click on the Individual Actions button in the upper right corner.

From the drop-down, select the "Manage Skills" option:

The Manage Skills pop-up window will then appear. On this pop-up window highlight the desired skill and use the arrows to move the skill over to the "Selected Skills" column: