Create Skillsets
You must have the default Administrator role or a custom role that includes the following permissions to create skillsets:
To create a new Skillset category:
- A new Skillset can be created from any of these two screens:
- Evaluation Form Management window located at Evaluation » Forms » Manage Skillsets
- Create Evaluation Form window located at Evaluation » Forms » New Form icon » Manage Skillsets icon (as well as Copy Form and Modify Form)
- A popup window titled Manage Skillsets appears with a mini-ribbon bar. Click the New icon to configure a category.
- Another pop-up window called New Skillset appears. Enter or copy/paste a name in the Skillset textbox that is easily recognizable in a drop down menu. The text box will accept up to 50 characters.
- In the drop down selector next to the Skillset Color title, select the color desired to associate with the Skillset in evaluation form. In 4.0, the name of the Skillset and its score is displayed on top of the color.
- A swatch of the color will appear next to the Skillset Color title.
- Click OK to save. The new Skillset category will be listed in the Manage Skillsets window.
- If name is blank, a tooltip error message will state “Skillset name is required”.
- If name already exists for another Skillset, the tool tip error states “Skillset name already exists”. Modify the name of the Skillset.
Enghouse Interactive recommends selecting a lighter color instead of a bright or dark color to identify the Skillset category as it makes the displayed Skillset name and its scores easier to read.