User Skills

Overview

This section will guide you through the setup and management of your company's user skills. Unlock the full potential of your workforce by ensuring that your users are equipped to tackle any job with precision and expertise.

You will be able to seamlessly connect users with specific skills and certifications, enabling targeted dispatch to jobs that demand specialized knowledge, certifications, or specific qualifications.

Table of Contents

How to Access the Page

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

When you are associating your skills to a specific user, you will need to access the View User pop-up window. For more information on how to access this window, please see the View Users 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 user, you will first need to be on the View User pop-up window. For more information on how to access the View User pop-up window, please see the View Users page

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

To add or edit the skills associated with a user, click on the Edit Skills button:

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 user:

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

On the View User pop-up window, make sure that the selected skills that are associated with the user 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:

Getting in Touch With Us

If you have any questions or need further assistance, please let us know. We'd be happy to help!