Administrators can create skills, assign them to users, and optionally link renewal requirements to procedure completion. Once assigned, skills appear on a user’s profile, making it easy to verify whether they are current and compliant.

A skill represents a qualification a user must hold to perform certain tasks or roles. Each skill includes a unique code, a name, a renewal schedule, and a renewal method. Skills may be granted manually or renewed automatically when a linked procedure is completed. Once a user receives a skill, Epsilon3 will track when it expires and whether a renewal is in progress.

To create a new skill, navigate to Settings > Skills and click Add Skill.

The creation form allows you to enter the skill’s code, name, and an optional description. The code uniquely identifies the skill and cannot be changed after the skill is created.

You may also choose how often the skill expires and how renewals are recorded. If the skill must be periodically renewed, select the appropriate interval. If renewal is tied to completing a specific training or procedure, choose the linked-procedure renewal method and select the relevant procedure.

Once a skill is created, open the skill to manage user assignments. Select Assign Users to grant the skill to one or more users at the same time. After assignment, each user appears in the Active tab with their initial received date and expiration timeline.

If the skill is connected to a renewal procedure, users will also see a renewal action button that opens the required run. As each user progresses through the run, their completion percentage will update directly in the Skills table.

As the Skill is completed, the progress will be tracked within the Skill in Settings.

If a skill expires, it will automatically move to the Expired tab on the skill detail page and display as expired in the user’s profile, helping teams quickly identify training gaps.

If the Skill has a manual renewal, then the Last Renewed field will pull up a date selector to set the Renewal date.

If the Skill Renewal is linked to a procedure, then the last completion date will automatically fill in based on the date the procedure was ended.

All assigned skills appear on a user’s profile. Users visit Profile > Skills to view current and expired skills, expiration dates, and any in-progress renewals.

The profile view displays:

When a skill is linked to a procedure, a user must complete that procedure to renew the skill. The renewal button in the Skills table opens the required run. Once the procedure run is ended, the skill will automatically update with a new renewal date and reset the expiration timer.

Users can track their progress throughout the run, and administrators can monitor these renewals from the skill’s detail page.

Skills may be edited at any time by hovering over the skill in the list and selecting the edit icon. You may update the name, description, expiration interval, or renewal method. The skill’s code cannot be changed.

If a skill is no longer needed, hover over it and select Archive. Archived skills are not deleted and remain visible on the Archived tab for reporting, but cannot be assigned until restored.

Skills in Epsilon3 can now do more than track qualifications. You can also use them to control whether a role’s permissions are actually active for a given user.

With required skills configured on a role, the role can still be assigned to a user, but its permissions only become usable when the user has the required skill in a valid state. If the skill is missing or expired, the role stays on the user’s account, but the permissions from that role are disabled until the skill requirement is met again.

This gives teams a way to connect permissions to training, certifications, or other readiness requirements without needing to constantly add and remove roles manually.

Required skills are configured from the Roles page in Settings.

On the Roles table, each role shows its code, role name, available permission levels, and a Required Skills column.

If a role needs a valid skill before its permissions should apply, add that skill requirement directly to the role.

In the example shown, the role Role With Required Skill includes a required skill in the Required Skills column. That means the role can still be assigned like any other role, but the user must also have that skill in good standing before the permissions granted by the role can be used.

This is especially helpful for roles tied to certifications, recurring training, or other qualifications that may expire over time.

Once a required skill is added to a role, Epsilon3 evaluates whether each assigned user has that skill and whether it is still valid.

If the required skill is present and valid, the role behaves normally and its permissions are available.

If the required skill is missing or has expired, the role remains assigned to the user, but the permissions associated with that role are disabled. This lets administrators preserve intended role assignments while still enforcing qualification requirements.

In practice, this means you do not need to remove and later reassign roles every time a certification lapses. The system keeps the assignment in place and automatically prevents the permissions from being used until the skill requirement is satisfied again.

Skills provide a centralized way to manage user qualifications within Epsilon3. Administrators can define skills, assign them to users, track expiration timelines, and ensure renewals are completed through linked procedures. Because skills appear directly on each user’s profile, both team members and managers have immediate visibility into training and certification status without leaving the platform.