Skills Matrix: Setting up your skills library

The Library is your company's list of skills and accreditations. Every user category picks its skills from here, so set this up first.

Using the Library

The Library tab holds every skill and accreditation your company uses.

To add an item from the pro-Forms starter library:

1. Open the Library tab.
2. Click Add from starter library.
3. Tick the items you want and click Add selected.

To create your own skill or accreditation:

1. Open the Library tab and click New skill or accreditation.
2. Enter the name, and choose whether it is a skill or an accreditation.
3. Optionally enter a code and the issuing body.
4. For items that expire, enter how many months they are valid for. Leave it blank if it never expires.
5. If the item has levels, choose a proficiency scale.
6. Tick "Evidence required before verifying" if a record must have a file attached before it can be verified.
7. Click Save.

To create a proficiency scale:

1. In the Library tab, click New proficiency scale.
2. Enter a name and the levels, lowest first, one per line.
3. Click Create.

New levels can be added to the top of a scale later without affecting existing records.

Skills you no longer use can be deactivated. They disappear from pick lists but keep their history.

Related articles

- Skills matrix: Overview
- Skills Matrix: Creating user categories