State of Wisconsin
Department of Health Services

Release 23-03
November 10, 2023

8.1.3 Adding a Skill for an Agent

(Video instructions available: Adding a Skill for an Agent)

Add a skill for an agent if the skill is missing from the agent's profile.

To add a skill for an agent:

  1. Select the Persons link under the accounts section on the Configuration Manager page.
    Note To conduct a quick search for an agent, see Section 8.1.7 Quick Agent Search in Platform Administration, then proceed with step number five. 

  2. Select the OpsStageIU folder.
  3. Select the DHS folder.
  4. Select the DMS folder or the consortium folder the agent is in (Capital, Northern, Milwaukee, etc.) and then select their name to open their profile.
    Note: All other lines of business not related to Income Maintenance are in the DMS folder.
  5. Select Skills on the left-hand list. Once selected, there is a list of the agent's skills.
  6. Click Add.
  7. Select the folder icon.
  8. Select the agent's folder.
  9. Select the skill from the list and enter 10 in the Level field (0=not added to the queue, 10=added to the queue).
  10. Click OK.
  11. Click Apply.
    Note: Remove a skill from the agent by selecting the skill and then clicking Remove.

 

This page last updated in Release Number: 23-03
Release Date: 11/10/2023
Effective Date: 11/10/2023


Notice: The content within this manual is the sole responsibility of the State of Wisconsin's Department of Health Services (DHS). This site will link to sites outside of DHS where appropriate. DHS is in no way responsible for the content of sites outside of DHS.

Publication Number: P-03208