Add a skill or certification for scheduling

Keep a list of the skills and certifications your work can require, so scheduling only offers people who are qualified for it.

In the sidebar, open Settings, then choose Skills under Scheduling. The page address is /settings/org/schedule-constraints/skills.

A skill is anything a person needs before they can be scheduled on certain work: a refrigeration ticket, a confined-space certificate, a language. Once the list exists, you attach skills to your people in Assign skills and territories to a team member.

Before you start

• Anyone whose role can read scheduling skills can open the list. Creating, editing, deactivating and reactivating skills are separate permissions; ask your admin if a button is missing.

Steps

1. Press Add skill. The Add skill drawer opens.
2. Type a Name, for example "Gas fitter licence".
3. Add a Description if the name alone is not enough. It is optional.
4. Press Create skill. The skill is created with an Initial status of active.

To change a skill later, press Edit on its row, change the Name or Description and press Save changes.

What you see

• The list shows each skill's Name, Description, Status and when it was Updated. Use Search skills to find one, or the filter button to show Active only, Inactive only or All.
• Deactivate on a row retires a skill you no longer use. Nova asks you to confirm; assignment history is kept, and Reactivate brings it back.
• The column button adds columns such as Skill reference and Created.

If something looks different

• Add skill is missing: your role can read skills but not create them.
• Create skill refuses with "Name is required.": type a name first.
• The list says there are no skills yet: nothing has been added. Create the first one to start assigning requirements.

Open Skills