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.
What Skills Are
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.
Creating a Skill
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.
Assigning Users
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.
Tip: You can assign multiple users at once, which is useful when onboarding teams or updating company-wide training.
Tracking Skills
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:
Skill name
Time until expiration
The date the skill was first received
The renewal frequency
Renewal progress, if applicable
Completing Renewals
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.
Editing or Archiving Skills
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.
Edit
Archive
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.
Summary
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.