How to Modify Skills Notifications

Purpose

This article explains how to make modifications to Skills Notifications.

Audience

Agents and admins who need to create or maintain Skills Notifications.

Prerequisites

• You have a user account with permission to access Skills Settings.

Step-by-Step Instructions

1. Sign in to the application.
   • Navigate to your organization’s URL and authenticate with your credentials.
2. Open the Skills area.

   • From the main navigation, go to Skills → Settings.

      

3. Click “Notifications"

4. Approval Notifications:

• Sent out when new skills are added with a status of ‘Pending’.
• These notifications can be sent to the Primary Group Manager by checking the ‘Notify Primary Group Manager’ Box.
• You can also enter additional Users names into the user drop down field.

5. Missing Skill Notifications:

• Sent out when missing required Skills are identified.
• The notification is customizable by the organization. Enter your desire message into the text field, then make sure the ‘Use this Notice’ box is checked.
• These notifications can be sent to the Primary Group Manager(s) by checking the ‘Notify Group Management’ Box.
• You can also notify others by entering additional Users names into the ‘Notify’ field.
• Note: A Skill can be identified as missing only if it is marked required within the Skill itself

6. Expiring Skill Notifications:

• Sent out when Skills are identified to be expiring within 6 timeframe options available to you. The options are 180, 90, 60, 30, 14, and 7 days.
• Each notification is customizable by the organization. Enter your desire message into the text field, then make sure the ‘Use this Notice’ box is checked.
• These notifications can be sent to the Primary Group Manager(s) by checking the ‘Notify Group Management’ Box.
• You can also notify others by entering additional Users names into the ‘Notify’ field.
• Note: Expiration notices will only be sent for a Skill that has been identified as required within the Skill itself.

7. Expired Skill Notification:

• Sent out on the day when Skills are identified as officially expired.
• Each notification is customizable by the organization. Enter your desire message into the text field, then make sure the ‘Use this Notice’ box is checked.
• These notifications can be sent to the Primary Group Manager(s) by checking the ‘Notify Group Management’ Box.
• You can also notify others by entering additional Users names into the ‘Notify’ field.
• Note: Expiration notices will only be sent for a Skill that has been identified as required within the Skill itself.

8. Beyond Expiration Notification:

• Sent out weekly after a required skill has expired.
• Note: Expiration notices will only be sent for a Skill that has been identified as required within the Skill itself.
• Each notification is customizable by the organization. Enter your desire message into the text field, then make sure the ‘Use this Notice’ box is checked.
• These notifications can be sent to the Primary Group Manager(s) by checking the ‘Notify Group Management’ Box.

9. Save your changes:

• Click Save Changes at the top of the page. You will see a ‘Settings Updated’ confirmation message after saving your changes.

Troubleshooting

• I can’t see the Settings button: You may lack permissions. Contact an admin.