The 'Skills’ module of MyMembershipManager allows you to keep a record of the people or families who have any kind of helpful attributes. For instance, it can be used to highlight individuals with a particular skill set: such as all those people who can play the piano, or those who have been trained to operate the data projector. However, the use of this facility need not be limited just to people's abilities. For example, you could keep a list of people who can be called on to help with an occasional need: those willing to cook a meal for someone who is ill, or willing to offer a lift to someone who needs to visit the hospital. Alternatively, it might be something which is a family attribute, such as those families with the space and willingness to put a visiting speaker up overnight.
Creating a skill
To create a skill, go to the Skills menu from the top menu options. If you have not yet entered any skills, you will see this screen:
If you have entered skills, they will be listed on the left-hand side of the screen.
Click the ‘Add New+’ button to create a new skill. You will see this window appear:
If you have only one branch in your system, it will be selected by default at the top of the window. If you have multiple branches, use the drop-down lists to select the correct branch for which this skill should be set up.
Enter the skill name under the ‘Skill Details’ section.
Select a Skill group from the ‘Skill group’ drop down menu. For more information on how to set up a skill group, click here.
After setting up a Skill, it will then appear on the Skills screen like this:
You can edit anything here if necessary and click the Save button on the bottom right once you are finished.
If you would like to add a skill member, click here to find out more.