You can use the system to record and keep track of skills that your customers have acquired. Skills include abilities, talents, competencies, proficiencies, or credentials that customers may have.
Choose one of the following:
Go to Front Desk > Population > Customers.
Go to Administration > Population Settings > Customers.
Search for and select the customer that you want to modify.
Click Change Skills.
Choose one of the following:
To add a new skill to this customer, click Add New.
To modify an existing customer skill, click the name of the skill.
Select the Skill that you want to add or modify.
Enter the date that the customer was evaluated for the skill in the Evaluation Date field.
Enter the date that the customer was qualified for the skill in the Qualification Date field.
Select the Evaluator for the skill.
Enter the Expiry Date for the skill.
Enter any Evaluator Comments to include.
Click Save.
Adding or modifying a customer
Adding a special handling alert to a customer record
Specifying a prerequisite for an activity