Skills Base Support

Landing Page

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Landing Page 1

• Skills Base - Knowledge Base

General

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Getting Started 4

• 3 Step Guide to Getting Started
• Setup Guide
• Sam - Your AI-powered assistant
• Skills Base Videos

Licensing 3

• Purchasing a license
• Upgrading a license
• What happens if my license expires?

Methods 4

• How skill and interest levels are presented
• How skills are assigned to people
• Metrics
• Dashboards

Legal 6

• Master Subscription Agreement (MSA)
• Terms of Use
• Service Level Agreement
• Privacy Policy
• Terms and Conditions

See all 6 articles

FAQ 20

• I can't find my organization's shortcut link
• I forgot my password
• Can Skills Base be hosted on-premises?
• "This Skills Base instance is not yet ready" message
• How do I get a Skills Base instance?

See all 20 articles

Administration and Configuration

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Locations 3

• Locations
• Adding Locations
• Disabling the Locations module

People 8

• People
• Adding people and enabling them to log in
• People Finder
• People Administration
• Editing your own information

See all 8 articles

Qualifications 7

• Qualifications
• Disabling the Qualifications module
• Qualification Modes
• Qualifications - Pre-defined mode
• Qualifications - Free Text Mode

See all 7 articles

Roles 4

• Roles
• Disabling the Roles module
• Adding Roles
• Using Roles to specify particular skill sets for people

Teams 5

• Teams
• Adding a team
• Placing people into teams
• Team Hierarchies
• The legacy "(no team)" team

Skill Categories 2

• Skill Categories
• How skill category inheritance works

Skills 2

• Skills
• Skill sets

Permissions and Security Groups 6

• Configuring Supervisors
• Temporarily assuming a different Security Group
• Auditing Permissions
• Security Groups
• Configuring Permissions

See all 6 articles

Settings 7

• Settings
• Modifying the rating scheme
• Configuring the interest level feature
• Mandatory fields
• Environment type

See all 7 articles

Notifications 3

• Product Updates
• Activity Log Digest
• Notification preferences

Assessments 1

• Assessment Calibration

Assessment

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Assessments 6

• Assessments
• Fixed assessment due dates
• Enabling/Disabling Assessment Types
• Assessment Comments
• Reset ratings

See all 6 articles

Competency 2

• Competency Targets
• Individual Competency Targets

Reporting

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Reports 4

• Reports
• Trends Tab
• Report Quick Links
• Competency Analysis report

Default Reports 3

• Heat Matrix
• Capability Matrix
• Permissions Audit

Custom Reports 1

• Report Builder

Data Exports 13

• Data Exports
• Simple Export
• Assessment Data - Detailed
• Locations Export
• People - Export

See all 13 articles

Dashboards 2

• Location Dashboard
• My Organization Dashboard

Technical

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API 14

• API introduction
• Locations API
• People API
• People Finder API
• Qualifications API

See all 14 articles

Single Sign On 9

• Single Sign On
• Active Directory Federation Services 2.0 (ADFS 2.0)
• Updating AD FS configuration
• Active Directory Federation Services 2016 (ADFS 2016)
• Okta

See all 9 articles

Importing Records 1

• Importing Data into Skills Base

Customizations 3

• Customizations
• Attachments
• Options for integrating Skills Base with other systems

Security 3

• Technical and Organizational Security Measures (TOMs)
• Multi-Factor Authentication (MFA) - Administration guide
• Multi-Factor Authentication (MFA) - User guide

Additional Modules

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Training Module 5

• Create Courses & Skill Mappings
• Complete Training
• Training Reporting
• Training Module
• Manually adding courses to a Training list

Customizations Module 2

• Customizations Module
• Multiple Roles

Languages 1

• Language Translations

Advanced Features 1

• Assessment Calibration

Skills Academy

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Getting Started 0

Customer Onboarding

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Customer Onboarding Guide 7

• Welcome!
• Set up Skills Base
• Entering skills data
• Extras
• Training

See all 7 articles

Help Articles

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Articles 13

• Skills Directory
• Roles Directory
• Teams Directory
• People Finder
• Locations Directory

See all 13 articles

Articles linked from Skills Base app

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Articles linked from Skills Base app 1

• Custom fields

Videos

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Promotional 0

SkillsBase Feature Documentation

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Beta Release 0