What are Custom Competencies?
Custom competencies are qualifications or requirements that you can create and assign to customers. These can include things like:
First-time entry tests
Safety certifications
Equipment usage training
Special course requirements
Ability levels such as V1 etc
Setting Up Custom Competencies
To create a custom competency:
Navigate to Settings > Custom Fields Competency management
Locate the "Create new" button
Enter the competency name
Choose whether it should be mandatory (for check-in to be allowed)
Choose a colour (optional) this frames the competency in a customers profile card
Save your changes
Understanding Mandatory Competencies
When a competency is marked as mandatory:
It will be indicated with an asterisk (*)
Customers must have this competency enabled to be checkedin or use self check-in
Managing Customer Check-in Permissions
You have two main options for managing check-in permissions:
1. Global Self Check-in
When enabled, this allows all customers with active passes to self check-in, regardless of competency settings.
2. Competency-Based Self Check-in
This requires customers to meet specific competency requirements before they can self check-in.
Troubleshooting
Common scenarios and solutions:
Customer can't self check-in
Check if:
All mandatory competencies are enabled for the customer
The customer has an active pass
Global self check-in is disabled
How to verify competency status
You can check a customer's competency status by:
Viewing their profile under the Manage Customer area
Looking for enabled/disabled competencies
Checking the audit trail for when competencies were granted
Best Practices
Only mark competencies as mandatory if they are essential for safety or operations
Regularly review and update competency requirements
Keep clear records of when and why competencies are granted
Ensure staff are trained to explain competency requirements to customers
Need more help? Contact our support team for assistance with setting up or managing competencies.