> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.servinix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure skills and certifications

> Define skills and proficiency levels for technicians in Servinix from Settings → Skills & Certifications, used for skill-based job assignment in Dispatch.

# Configure skills and certifications

Build the organization's skills library and assign proficiency levels that dispatchers can use when matching technicians to jobs.

## Before you start

* You must have an Admin role.
* Go to **Settings → Skills & Certifications**.

The page shows a searchable list of all skills with **All**, **Active**, and **Inactive** filter tabs.

## Steps

### Add a skill

1. Click **Add Skill**.
2. Enter the skill name in the dialog (e.g., "HVAC Installation" or "Electrical Certification").
3. Set the status to **Active** or **Inactive**.
4. If the skill has certification levels, add them in the dialog.
5. Save.

### Find a skill

6. Use **Search skills by name...** to filter the list.
7. Use the status filter tabs — **All**, **Active**, or **Inactive** — to narrow results.

### Edit a skill

8. Locate the skill in the list and open its edit action.
9. Update the name, certification levels, or status.
10. Save.

### Deactivate a skill

11. Open the skill and set its status to **Inactive**.

Inactive skills no longer appear when assigning skills to technicians but remain visible under the **Inactive** filter tab for historical reference.

### Delete a skill

12. Open the skill's action menu and choose delete.
13. Confirm. Skills with existing technician assignments cannot be deleted — deactivate them instead.

## Result / verify

* New skills appear in the **Active** tab.
* Skills are available to assign to technicians in their user profiles.
* Inactive skills no longer appear in the assignment picker.

## Troubleshooting

* **Cannot delete a skill** — The skill is assigned to one or more technicians. Deactivate it instead to prevent new assignments.
* **Skill not appearing in technician profile** — Check that the skill status is **Active**.

## Related

* [Configure teams](/field-service-management/fsm-settings/configure-teams)
* [Invite a team member](/account-billing/users-and-roles/invite-a-team-member)
* [Configure users in Settings](/account-billing/users-and-roles/configure-users-in-settings)
* [Configure roles and permissions](/account-billing/users-and-roles/configure-roles-and-permissions)