Skills and qualifications

Defining a skill

A skill is anything you would otherwise keep in your head about who can be put where: a food-safety certificate, a forklift licence, key-holder status, opening training, a language, a specific piece of equipment.

Give it a name, a description, and — if it is the kind of thing that lapses — a validity period in days. A certificate valid for two years is 730; the expiry date for each person is then computed from when they earned it rather than typed in every time.

Who holds what

Assign skills to people from their profile or from the skills screen, each at one of three levels — basic, intermediate, expert — with an optional valid-until date.

The level is information for you and for the agent, not a second gate: a position requires a skill, and holding it at any level satisfies the requirement.

Requiring them on a position

On a position, list the skills it requires. From that moment the requirement is enforced everywhere at once:

• Assigning an unqualified person raises a conflict in the grid.
• The publish pre-flight reports it across the whole week.
• The agent excludes them when drafting.
• An open shift refuses their claim, with the reason.
• A swap that would move the shift to them is refused.

One definition, five enforcement points, no chance of them disagreeing — which is the point of defining it once rather than checking it five times.

Expiry, before it bites

Expiring qualifications are surfaced ahead of time on the dashboard, so a certificate lapsing is a task in advance rather than a discovery during an inspection.

An expired skill stops satisfying its requirement on the date it expires. If that person is already scheduled past it, the pre-flight will say so before the week is published.

You can also ask the assistant — "whose certifications expire in the next 60 days?" — which is the version people actually remember to run.