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 issues, restore the U100 dataset to its initial state.

Story

Suppose that the SweetLife Service and Equipment Sales Center provides multiple services, each requiring specific staff skills. The manager must assign qualified staff members to perform these services. As the administrative user, you will create the skills required for the company’s services. As a result, the scheduler will be able to assign appointments to staff members whose skills match the services included.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

The minimum system configuration is performed as described in Company Without Branches: General Information.
The minimum configuration of the service management functionality is performed as described in Basic Service Management Configuration: Implementation Activity.

Process Overview

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

System Preparation

Before you start this activity, do the following:

Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a system administrator by using the gibbs username and the 123 password.
On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step: Creating Skills

To create a skill, do the following:

Open the Skills (FS200600) form.
On the table toolbar, click Add Row.
In the Skill ID column of the row that was added, enter the identifier of the skill: COOKING.
In the Description column, enter Culinary Skills.
On the form toolbar, click Save.
As you did in Instructions 2–5, create a skill with the following settings, and save your changes:
- Skill ID: TRANSLATING
- Description: English to Spanish Translator