Expertise

Save up-to-date details of skills, training and experience for Contacts in the Expertise Register.

Overview

Expertise provides the ability to easily identify staff with specific skills and experience as well as identify individuals who may require training to fill skill gaps in your organisation.

In addition, when an emergency hits, you will be able to easily find contacts with key skills, then communicate with them to confirm their availability for an event.

Expertise is only available for individual contacts, not organisations. Unlike other similar items it does not have a register for management. You can add as many Expertise records as needed.

To view Expertise select the contact and expand the Expertise section.

Expertise Settings

Expertise is divided into the following sections (sections may or may not appear depending on what information is entered, your permissions level, and what mode you're viewing):

Sub-Category

This field can only be completed where a Category has been selected. The available options depend on the category. You can select as many as needed using the search field. Your Administrator can configure the list for your site using the Expertise Sub-Category lookup. This requires them to also set a parent category.

Level of Proficiency

This field allows you to record how proficient the contact is in this Expertise using pre-defined levels. Your Administrator can configure the list of levels for your site using the Expertise Level of Proficiency lookup.

Completed Date

This field records the completion date for the qualification/certification/training.

Expiry Date

This field records the expiry date for the qualification/certification.

Details

This field allows a detailed description of the Expertise to be recorded in rich text.

Documentation

This field allows attaching of files such as certificates or qualifications using by File Upload.

Adding Expertise

Go to the relevant Expertise section in the Contact register. Use the Add button or, if there are existing Expertise items use the Add Another button .
To add multiple use the Add Another button .
Set the Category using the pull-down list. This is required at minimum.
Set the Sub-Category using the search field. If the Category is Other, you'll be asked to enter a Category as text.
Complete each section of the Expertise Settings as required. You can remove an existing Expertise sub-item using the red cross icon on the top right.
Repeat steps 2-5 for as many Expertise as you want to add
Save