The Skills area is your central library for all qualifications and requirements, storing the skills that can be assigned as attainments to people, equipment, and companies. Organising your skills here first ensures every compliance requirement is managed and monitored from a single, reliable source.
This guide covers:
- Opening the Skills section and using the Add icon.
- Assigning skills to people, equipment, or companies.
- Choosing between date-based or hours-based skill types.
- Adding a skill name, company code, and default review period.
- Entering hours, industry codes, and competency definitions as needed.
- Saving new skills to update your library.
Your compliance requirements are now centralised for easy management and monitoring.
💡 Power User Insight: Setting up skills with clear review periods and competency definitions enables automated expiry alerts and targeted compliance reporting, so you can proactively manage renewals and avoid last-minute surprises.