Skills Matrix (Settings)

The Skills Matrix can be used to record staff skills, certifications and industry accreditations, and can be viewed by selecting CallTrak from the CommTrak main menu. For more information about the Skills Matrix features, see the Support Centre article, CallTrak Skills Matrix.

Accessing the Skills Matrix Settings

Settings > User Settings > Skills Matrix

Add a Skills Group

Skills are categorised into Groups. Although not mandatory, it is generally more convenient to create a Group, prior to adding Skills:

• In the Add new skill or skill group section, complete the following fields:
  • Skill/Group Name (mandatory): A unique name for the Skill Group
  • Type: Select Group
  • Description: A description of the new Group
• Click Add to confirm the new Group.

Add a Skill

• In the Add new skill or skill group section, complete the following fields:
  • Skill/Group Name (mandatory): Enter a unique name for the Skill
  • Type: Select Skill (this is the default selection)
  • Description: A description of the new skill
  • Member Of: Select the name of the Group to which this skill should be added, or leave this entry as Please Select, to leave skill as unassigned
• Click Add to confirm the new skill.

If a Group was not specified in the Member Of field (or if no Groups have been created), the skill will be placed into the Unassigned Skills category, and can be assigned at a later time.

Modify a Skill or Assign it to a Group

Assigning a Skill to a Group

• In the Select a skill/skill group to modify section, at the top of the settings screen, locate and select the skill
• In the Modify a skill section, select the Group to which the Skill should be assigned
• Click Save to confirm the change

Assigning a Skill to a Group

• In the Select a skill/skill group to modify section, at the top of the settings screen, locate and select the skill
• In the Modify a skill section, edit the fields as required
• Click Save to confirm the changes

Modifying a Group

• In the Select a skill/skill group to modify section, at the top of the settings screen, locate and select the group
• In the Modify a group section, update the following fields, as require:
  • Group: The name of the Group
  • Description: A description of the Group
  • Unassigned Skills: Unassigned skills are displayed in the list-box to left of the screen, and can be assigned to the group by clicking the name of the skill, then clicking the right-arrow button to add it to the Group's skills.
  • Skills can be removed from the group, by clicking the name of the Skill, in the right-hand list-box, then clicking the left-arrow button
  • Skills within the Group can be placed in a specific order, by clicking the name of the Skill, in the right-hand list-box, then clicking the up and down arrow buttons, as required.
• Click Save to confirm the changes

Delete a Skill or Group

Delete a Skill

• In the Select a skill/skill group to modify section, at the top of the settings screen, locate and select the skill to delete
• Click Delete to remove the Skill

Deleting a Skill cannot be reversed.

Delete a Group

A Group cannot be deleted if it currently has Skills assigned to it. See Modifying a Group (above) for information about removing Skills from a Group.

When all skills have been removed from a Group, the Group can be deleted:

• In the Select a skill/skill group to modify section, at the top of the settings screen, locate and select the group
• Click Delete to remove the Group

Deleting a Group cannot be reversed.