Skills: To Create a Skill

In this implementation activity, you will learn how to create a skill.

Attention:
This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Service and Equipment Sales Center provides multiple services. Each service requires the staff members to have certain skills, and the manager should assign a qualified person to each service. Acting as an administrative user, you will create the skills that are needed for the provided services. As a result, the scheduler will be able to assign appointments to the staff members whose skills match the included service or services.

Configuration Overview

In the U100 dataset, the following tasks have been performed for the purposes of this activity:

Process Overview

On the Skills (FS200600), you will add skill records to the system.

System Preparation

Before you start creating skills, do the following:
  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as system administrator by using the gibbs username and the 123 password.
  2. As a prerequisite activity, in the company to which you are signed in, be sure you have enabled the Service Management feature on the Enable/Disable Features (CS100000) form.
  3. On the Company and Branch Selection menu, on the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.

Step: Creating Skills

To create a skill, do the following:

  1. Open the Skills (FS200600) form.
  2. On the table toolbar, click Add Row.
  3. In the Skill ID column of the row that was added, enter the identifier of the skill: COOKING.
  4. In the Description column, enter Cooking skill.
  5. On the form toolbar, click Save.
  6. As you did in Instructions 2–5, create a skill with the following settings, and save your changes:
    • Skill ID: TRANSLATING
    • Description: ENG > ES translator