Adding skills to a row in an OTS template or ACTIVE MR

In an OTS template or an MR that has previously been activated, skills can be added to new row versions. Skills added to a row version become requirements for employees assigned to the row during the effective dates of the row version.
  1. Edit an MR, or edit an OTS that is based on the OTS template you would like to edit.
  2. Click Edit Template to enter row version editing mode.
  3. Create a new row version or open a row version that is in the DRAFT status:
    • To create a new row version, right-click inside the Employee column for the row you would like to edit and select New Version. Specify the effective dates for the row version and click Create.
    • To open a row version that is in the DRAFT status, right-click inside the Employee column for the row you would like to edit and select Show Versions. Click Load next to the row version you would like to edit.
  4. Click inside the Employee column of the row where you would like to add the skill.
    The Assignment and Labor Metrics panel is displayed.
  5. Select the Skills tab.
  6. Specify the skill you would like to add from the Skill field.
  7. Select the Mandatory check box to make the skill requirement mandatory for employees assigned to the row.
  8. Specify the proficiency level that employees must meet or exceed for the skill in the Proficiency field.
  9. Click Add Skill.
  10. Right-click inside the Employee column and select Save to save the row version.
The skill is added to the row version and is applied to the MR schedule or OTS template once the row version is activated.
You can edit an existing skill by clicking on the skill, updating the skill details, and then clicking Update Skill. You can delete a skill by clicking the garbage can icon.