Qualifications traits are a helpful tool when reallocating work using Smart Suggestions.
When your Audere account is first created, a set of Qualifications is automatically added under Account Settings. Under each qualification, you can create traits that you can assign to your resources to aid in finding the best matches when using Smart Suggestions. Qualifications can also be used to filter the Schedule.
Note: Qualifications and traits are only available to Audere Premium Admins.
Default Qualifications are:
- Education
- Licenses
- Locations
- Memberships
- Skills
Add a Trait to a Qualification
- Select your Profile icon in the upper-right corner of the page and then select Account Settings from the drop-down menu to open the Account Settings page.
- Select Qualifications from the side menu.
- Hover your cursor over a qualification's tile to display the
More Actions icon. - Select Edit from the drop-down menu to open the page to add traits.
- Select the Create Entry button to add a trait if no traits exist.
A new trait row is added.
- To add more traits, hover your cursor over a row until the
Add icon displays and select it.
A new empty row is added.
- Enter the trait name and select anywhere outside of the row to save the entry.
- You can also use the [Enter] or [Tab] buttons on the keyboard or select the Add icon again to save the trait.
- If you enter a duplicate name, a message displays.
- Select Cancel to exit or Rename to enter a different name for the trait. If you select Rename, you can't continue until a new name is entered.
- Once saved, the alphabetical list automatically scrolls to the new trait.
See Also:
Updating a Qualification Trait