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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Initiate a skill review for teams or groups

Start a skill review process for your groups or specific team members so that they can review and update their existing skills or to add new skills. Provide a due date for them to complete the skill review.

Before you begin

Role required: sn_wfo_skillreview.manager

Procedure

  1. Navigate to Workspaces > Manager Workspace.

  2. Select the Coaching icon (

Image omitted: coaching-icon-uib.png
Coaching icon\).
  1. Select the Skills tab.

  2. Select Generate skill request.

    You can save the generated skill request in Draft state and work on it at a later time.

  3. Fill in the fields on the Initiate skill review form:

FieldDescription
TitleName for the skill review.
Due DateDate by which the team member or group must complete the skill review.
Assignment
  • To my groups: sends the skill review to the team members is all of your groups.
  • Specific groups or team members:sends the skill review to the specified groups or team members.
Skills to review
  • Team member's existing skills: request for team members to review their existing skill levels and update them.
  • Additional skills: request team members to add new skills.
  1. Select Submit.

    Note: You can cancel a skill review request that you have submitted for review.

    The agent will receive a notification to review the request.

Parent Topic:Skills Management in Workforce Optimization for ITSM