# Skills Management

**Maica Client Care** allows you to manage a range of Skills across your team as well as use those Skills when [rostering](https://kb.maica.com.au/general-information/client-care-settings/rostering-management) resources. Skills are a generic list of items that you can specify across a configurable set of categories, such as `Driving a Car` or `Administering Medicine` but you could also use Skills to specify qualifications such as `Working with Children Check` or `Qualified Level 3 Nurse`.

### Managing Generic Organisational Skills

To get started with Skills, simply navigate to the Skills tab within Maica Client Care and click the `New` button.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FH17jfAWOpRwipWAC3euD%2FSkills_New.png?alt=media&#x26;token=774f4993-c4ac-45e8-a4db-30946eebdb3c" alt=""><figcaption><p>Create Skills using the <code>New</code> button</p></figcaption></figure>

This will present a standard Salesforce user interface to add the records; keep in mind that this is a generic list of all your organisational Skills. We will learn later in this article about how to assign these Skills to the Resource profile.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FiA76AEM0wk6d2c4LJepD%2FSkill_Profile.png?alt=media&#x26;token=7c5a8383-530d-4d62-a9a4-59be1336555b" alt=""><figcaption><p>Skill Profile</p></figcaption></figure>

To add a new Skill, simply add a unique `Name` to the record and select the `Category` to which you would like to allocate the Skill.&#x20;

{% hint style="info" %}
`Category` names can be changed using the standard Salesforce setup via the Object Manager.
{% endhint %}

### Assigning Skills to Resources

Once your organisational Skills are set up, you can now allocate them to your Resources (Care Workers) by opening a Resource Profile and navigating to the Skills related list, as shown below.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2FhNrF8QuOvAbnfjAiVS64%2FResource%20Skills.png?alt=media&#x26;token=9d261ad5-3b25-4842-ab77-7f3995fd3bee" alt=""><figcaption><p>Resource Skills Related List</p></figcaption></figure>

To allocate an existing organisational Skill to a Resource, simply click the `New` button in the top right hand side and complete the required details, including the following data columns.

<table><thead><tr><th width="168.33333333333331">Field Name</th><th width="210">Field Type</th><th>Notes</th></tr></thead><tbody><tr><td>Skill</td><td>Lookup to <code>Skill</code></td><td>This is a lookup to the unique organisational <code>Skill</code> which has been configured as per the above.</td></tr><tr><td>Resource</td><td>Lookup to <code>Resource</code></td><td>This will be preset to the <code>Resource</code> profile you are currently managing.</td></tr><tr><td>Start Date</td><td>Date</td><td>A <code>Start Date</code> can optionally be configured to limit the time a Resource Skill is active for.</td></tr><tr><td>End Date</td><td>Date</td><td>An <code>End Date</code> can optionally be configured to limit the time a Resource Skill is active for.</td></tr><tr><td>Description</td><td>Text</td><td>Allows you to take any additional notes on the Skill if required.</td></tr></tbody></table>

The screen below shows you what a completed Resource Skill could look like and this is then used when [rostering](https://kb.maica.com.au/general-information/client-care-settings/rostering-management) Resources to Appointments.

<figure><img src="https://558904096-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FKdn9R0jFmixyPeVowFpF%2Fuploads%2Fwi6HF1wPRLRWRY74fSn0%2FResource%20Skill.png?alt=media&#x26;token=c171b0d2-d7e2-499e-b48b-8b7d15219f1a" alt=""><figcaption><p>Resource Skill Profile</p></figcaption></figure>
