Skills: To Assign a Skill to a Staff Member

In the following implementation activity, you will learn how to assign a skill or skill to employees.

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 SweetLife Service and Equipment Sales Center provides multiple services, making staff assignment to appointments more complex. Each service requires specific staff skills, and the manager wants to ensure the right person is assigned to each service. As the administrative user, you will add the necessary skills to staff members. As a result, the scheduler will be able to assign appointments to staff whose skills match those required by the included services.

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.
  • On the Employees (EP203000) form, the EP00000042 - Chase Frank, EP00000044 - Ricardo Martinez and EP00000045 - Luke Cole employees have been created, and have been defined as a service management staff members, that is the Staff Member in Service Management check box has been selected on the General tab for each employee.
  • On the Skills (FS200600) form, the TRAINING, REPAIRING and DRIVING skills have been created.

Process Overview

On the Employees (EP203000) form, you will select an employee, and on the Skills tab of the form, you will add a skill to each selected employee.

System Preparation

Before you start this activity, 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 a system administrator by using the gibbs username and the 123 password.
  2. On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
  3. Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Step: Assigning a Skill to a Staff Member

You can assign skills to staff members of the Employee type. To assign a skill to a staff member, do the following:

  1. Open the Employees (EP203000) form.
  2. In the Employee ID box of the Summary area, select EP00000041 - Mason Randall.
  3. On the Skills tab, click Add Row, and in the new row, select TRAINING.
  4. On the form toolbar, click Save.