Set Up and Assign Skill Certificates for Technicians

To assign a technician as an executor, certifier, or inspector for a labor skill requirement, the necessary skill certificate should be configured and assigned to them.

Prerequisites

• The DEFSELFACC property is set to REG_NO_AUTH on the Human Capital Management/HCM Services/Organization Management/Organization Definition/Company Details/Property page.
• The user is configured in Resource Management with the Resource Type set to Person.
• The company is set as the primary site for the user in the SITE SETTINGS tab under the MAINTENANCE/SERVICE tab in Resource Management/Resource/Resource Details.
• The user is listed as an employee in the Employee tab on the Resource Details page. If not, add the user from Application Base Setup/Enterprise/Company/Employees.
• The time zone for the user's site is set to UTC.

Set Up and Assign Skill Certificates

The following procedures outline how to configure skill certificates for technicians.

1. Verify the Attribute ID Configuration

1. Open the Resource Attribute Manager.
2. Ensure the following resource attribute IDs are configured under the Resource attribute type:
   • EXECUTOR-CERTIFICATE
   • CERTIFIER-CERTIFICATE
   • INSPECTOR-CERTIFICATE

2. Configure Resource Attributes for the Resource Group

1. Go to Resource Management/Resource/Resource Groups and open the Resource Group Details page for the resource you want to configure certificates.
2. Ensure the technician user is added under the PERSONS tab.
3. Add the following resource attributes in the Attributes tab:
   • EXECUTOR-CERTIFICATE
   • CERTIFIER-CERTIFICATE
   • INSPECTOR-CERTIFICATE
4. For each resource attribute, add the attribute text in the following format. Ensure the Attribute Text does not exceed 20 characters:
   • <Resource-ID>-<text> (e.g., MECH-EXECUTOR)
   • <Resource-ID>-<text> (e.g., MECH-CERTIFIER)
   • <Resource-ID>-<text> (e.g., MECH-INSPECTOR)

3. Define Certificates in the Certificate Structure

1. Open Human Capital Management/HCM Services/Job and Qualifications/Qualifications/Certificates Structure.
2. Create a new certificate group or select an existing certificate group from the tree view.
3. Add the relevant certificates under the CERTIFICATES tab. The ID should be the same as the Attribute Text configured in the previous section.
4. Provide a certificate Name and save the record.

4. Assign Technicians to Person Certificates

1. Open Human Capital Management/HCM Services/Person Management/Person Qualifications/Person Certificates.
2. Click New, select the technician user as the Person, and select the Certificate Group and Certificate configured in previous procedures.

IFS Cloud Entities Used in Skill Validation and Their Real-World Equivalents

IFS Cloud Entity	Real-World Equivalent/Description	Example
Resource Group	Skill and technicians who possess the skill	Avionics, Mechanic, NDT
Resource Attributes	Enables the technical mapping of skill and roles (executor, certifier, inspector) to certificates	Avionics-Executor attribute in Resource Group maps to Avionics-Executor certificate in Certificate Groups.
Certificates Structure → Certificate Groups	Defines role-based certificate types for a skill Note: A certificate represents a qualification or authorization granted to a technician to execute, certify or inspect work for a particular skill.	Avionics-Executor Avionics-Certifier Avionics-Inspector
Person Certificates	Links certificates to technicians based on their qualifications and authorization	Avionics-Executor → Brian Mills Avionics-Certifier → Kevin Anderson Avionics-Inspector → Jenna Smith
Skill Requirement (Labor Demand)	Defines skill and role requirements when raising a fault or publishing a task from CAMO. Upon task publication, skill requirements specified from CAMO are mapped with corresponding certificates in IFS Cloud.	Task "Operational check of autopilot system (AP/FD)" is published with the following skill requirements: Avionics-Executor Avionics-Certifier Avionics-Inspector
Assignment	Allow skill requirements to be assigned or self-assigned to technicians based on their certificates.	The skill requirements for the task are assigned or self-assigned as follows: Avionics-Executor requirement is assigned to Brian Mills Avionics-Certifier requirement is assigned to Kevin Anderson Avionics-Inspector requirement is assigned to Jenna Smith