Defining areas of expertise for a team

As a team manager, define areas of expertise for your team to ensure that your application routes assignments to users with relevant skills.

  1. In the Case Manager portal, click My Teams.
  2. In the Members section, click the avatar of a team member.
  3. Click Actions > Edit profile.
  4. Click New skill.
  5. In the Skill field, press the Down Arrow key, and then select a skill that is pertinent to the role and title of the team member.
  6. In the Proficiency field, enter an integer from 0 to 10 that rates how competent the team member is when applying this skill to the assignments in your application.
  7. Click Submit