Create Contractor Skillsets

A new Skillset can be created at the division or company level. A Skillset is a curriculum item that facilitates curriculum management by grouping training items together.

The minimum permission needed to perform this task is CSM Division Admin.

How to Create a Skillset:

1. Select CSM > Curriculum > Skillsets > (Organization Level, if shown) from the system menu.
2. If you can access multiple divisions or companies, select the division or company where you want to create the Skillset.
3. Select the New button.
4. Enter the Skillset Title and Skillset Code.
5. If you are at the company level and creating a Skillset for a division, select the Division from the drop-down list.
6. Enter the optional fields of Description, Key Words, and Notes, if desired.
7. Select the Save button. The new Skillset is added to the selected company and division.
8. Add Training Items to the Skillset.

How to Add Training Items to a Skillset:

Training items can be added to a Skillset at the division or company level. Before you can add a training item to a Skillset, the Skillset must exist. Create a Skillset if one does not already exist. When you add a training item to a Skillset that is already in a learner's curriculum, that training item is immediately added to the learner's assignments.

The minimum permission needed to perform this task is CSM Division Admin.

Procedure 1 - Add One or More Training Items to One Skillset:

1. Select CSM > Curriculum > Skillsets > (Organization level, if shown) from the system menu.
2. If you have access to multiple divisions or companies, select the division or company where the Skillset is located.
3. Click on the Skillset to which you want to add training items as components.
4. Select the Components tab. The existing training item components of the Skillset are shown, if any.
5. Select the New button.
6. Enter the Training Item title, Item Code, Item Type, Competency Type, Subject Area and/or Division as search criteria. You may use % as a wildcard.
7. Select the Search button. A list of training items matching the search criteria is displayed.
8. Select the box next to the training items you wish to select.    
9. Select the Save button. The training item(s) are added as components of the selected Skillset.
10. Select the Update button.

Procedure 2 - Add One Training Item to Multiple Skillsets:

1. Select Curriculum > Training Items > (Organization level, if shown) from the system menu.
2. If you have access to multiple divisions or companies, select the division or company where the training item is located.
3. Find the training item that you wish to add to Skillsets as a component. If you have just created a new training item, you may already be on the desired training item.
4. Select the Skillsets tab. The Skillsets that currently contain the training item as a component are shown, if any.
5. Select the New button.
6. Enter the Skillset title and/or Skillset Code as search criteria. You may use % as a wildcard. Select the Division where you want to search (if at company level).
7. Select the Search button. A list of Skillsets matching the search criteria is displayed.
8. Click the box next to the Skillsets you wish to select.
9. Select the Update button.