Skill Groups

Video Tutorial

Creating & Managing Skill Groups

Skill Groups in versaSRS are used for categorisation of Cases, and controlling which Users can be assigned to specific Cases. Skill Groups need to be created via the Skill Group interface before they can be assigned to specific Teams, this is done by selecting the Manage Skill Groups icon from the versaSpinner - Administrators tab.

Skill Groups can be added, edited, or removed as required.

The enabled checkbox must be ticked in order for the Skill Group to be assigned to new Cases. If this box is unticked, but not removed from the Team, the Skill Group will still appear in the Team View list, but will not be available for selection in the Skill Group drop-down list on an active Case.

NOTE: It is not recommended to remove Skill Groups that have been decommissioned because any old Cases that have this Skill Group will then lose the reference.

Adding To Teams

Once a Skill Group has been created it can be added to Teams, then assigned to specific Users.

To add a Skill Group to a Team, access the Team through the versaSpinner - Administrators tab, select the Team and click the Skill Groups button. The required Skill Groups for that Team can be added to and/or removed from the Team Skill Groups box using the > & < arrows.

Assigning to Users

To assign Skill Groups to Users access the Team through the versaSpinner - Administrators tab, select the Team and click the User Skill Groups button.

Select the User from the drop-down list then move the required Skill Groups from the Team Skill Groups box to the User Skill Groups box using the > & < arrows.