# Expertise ## 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. ### Setup and Configuration Your System Administrator may configure the following: 1. [User accounts](https://docs.cw.crisisworks.com/system-administration/user-and-contact-administration) and positions ensuring [Security Policies](#security-policies) are correctly set to support your preferred operation. Contacts may be given access to manage their own expertise using policies such as *Expertise Core - Read Write Own.* 2. Configure selection lists using Expertise [Lookup](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups) categories for [Category](#category), [Sub-Category](#sub-category) and [Level of Proficiency](#level-of-proficiency). #### Security Policies Refer to: [Positions: Security Policies](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/positions#security-policies)

Security Policy explanations

The following security policies apply to Expertise:

Security Policy	Access to registers	Use
Expertise Core - Change Status Basic Access	Expertise Contacts	Basic access to change the Status of Expertise items. Requires a Write policy to be selected.
Expertise Core - Create	Expertise Contacts	Can create a new Expertise items.
Expertise Core - Read Only Full	Expertise Contacts	Read Only access to all Expertise items.
Expertise Core - Read Write Full	Expertise Contacts	Read read & write full access to Expertise items.
Expertise Core - Read Write Own	Expertise Contacts	Read Write own Expertise items
Expertise Optional - Bypass state machine.	Expertise Contacts	Bypass Expertise workflow. Requires a Write policy to be selected.
Expertise Optional - Change special readonly (immutable)	Expertise Contacts	Can change fields that have been configured to be read only (immutable) once set. Requires a Write policy to be selected.
Expertise Optional - Change Status Full Access	Expertise Contacts	Can change the Status of Expertise Items. Full Access for register. Requires a Write policy to be selected.
Expertise Optional - Item Bulk Create Access	Expertise Contacts	Can access Bulk Actions Bulk Create for Expertise items. Requires the Create policy to be selected.
Expertise Optional - Item Bulk Edit Access	Expertise Contacts	Can access Bulk Actions Bulk Edit function for Expertise items. Requires a Write policy to be selected.
Expertise Optional - Item Change Event	Expertise Contacts	Can change the Event for Expertise items. Requires a Write policy to be selected.
Expertise Optional - Item Import	Expertise Contacts	Can access Import to import Expertise items. Requires a Write policy to be selected.
Expertise Optional - Merge Items	Expertise Contacts	Can access the Bulk Actions Merge Expertise Items. Requires the Create policy to be selected.
Expertise Optional - Report Access	Expertise Contacts	Can access Expertise reports

## 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): {% hint style="info" %} You can view Expertise if your position has a *Read* [security policy](#security-policies) and edit them if your position has a *Write* policy. Contact your administrator if you don't have this permission. {% endhint %} #### Category This field is used to categorise the experience of the person. These are master categories, for example Experience, Qualifications, Licenses & Checks etc. You can select one using the pulldown list provided. Your Administrator can configure the list for your site using the *Expertise Category* [lookup](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups).

#### 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](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups). This requires them to also set a parent category. {% hint style="info" %} You can view Expertise if your position has a *Read* [security policy](#security-policies) and edit them if your position has a *Write* policy. Contact your administrator if you don't have this permission. {% endhint %}

#### 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](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/lookups).

#### 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](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/editing-items#rich-text-fields). #### Documentation This field allows attaching of files such as certificates or qualifications using by [File Upload](https://docs.cw.crisisworks.com/concepts-and-fundamentals/on-a-computer/using-the-datagrid/editing-items#attaching-files).

## Adding Expertise {% hint style="info" %} You can only add Expertise if your position has the *Expertise Core - Create* [security policy](#security-policies) {% endhint %} To add new Expertise: 1. 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

. 2. To add multiple use the Add Another button

. 3. Set the **Category** using the pull-down list. This is required at minimum. 4. Set the **Sub-Category** using the search field. If the Category is Other, you'll be asked to enter a Category as text. 5. Complete each section of the [Expertise Settings](#expertise-settings) as required. You can remove an existing Expertise sub-item using the red cross icon on the top right. 6. Repeat steps 2-5 for as many Expertise as you want to add 7. Save

## Importing Expertise {% content-ref url="../../../system-administration/configuring-the-system/imports" %} [imports](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/imports) {% endcontent-ref %} You can import Expertise in bulk via the Import system using the [Expertise Import](https://docs.cw.crisisworks.com/system-administration/configuring-the-system/imports/register-items/expertise-import). Note that this import requires you to link each Expertise item to a Contact. {% hint style="info" %} You can only access to this option if your position has the *Expertise Optional - Item Import* [security policy](#security-policies). Contact your administrator if you don't have this permission. {% endhint %} ## Reports {% content-ref url="../../../system-administration/reporting/running-reports" %} [running-reports](https://docs.cw.crisisworks.com/system-administration/reporting/running-reports) {% endcontent-ref %} The *Expertise Report* is available under [Operations Reports](https://docs.cw.crisisworks.com/modules/reports/operations-reports). {% hint style="info" %} You can only access to this option if your position has the *Expertise Optional - Report Access* [security policy](#security-policies). Contact your administrator if you don't have this permission. {% endhint %}