Can skills be customer-specific?

Yes. A customer can require any skill in the catalogue — including custom ones like "approved by client X".

How fine-grained should skills be?

Coarse enough to be maintainable. Most customers manage 15-30 skills. Splitting a skill into too many granular ones makes the catalogue unloved.

Can I override the qualification block?

In emergencies, yes — with a recorded reason and a manager approval. Use sparingly; it shows in the audit log.

Delivery, Project & Service Planning

uScheduler Project / Service / Sales

One plan, one reality — for everything after production.

For the phase after production: delivery, installation, service or project execution. Brings all outbound activities together into an intuitive overview, planned against capacity, skills, geography, deadlines and material availability. One thing we add: we also check whether the needed materials are available at that time of execution. Sales, logistics and engineers all read the same board — so promises get kept and surprises become rare.

Functionalities · 9

Advanced tier

uScheduler P/S/S · Skills & Qualifications

The right person for the job.

Not every engineer can do every job. Some need a certification. Some need a manufacturer's training. Some need a security clearance. uScheduler treats skills as a first-class constraint — a job only goes to someone qualified to do it.

Skills and certifications per engineer

Forklift licence, refrigerant handling, manufacturer training, security clearance — each with an expiry date the system tracks.

Required skills per activity

Each activity type carries its required skills. The planning board will not assign an unqualified engineer; the auto-router avoids them.

Expiry warnings

A certification expiring in 60 days gets a flag. In 30 days, an alert. In 7 days, a manager email. No engineer ever gets caught with a lapsed cert mid-job.

What you see

A planner who knows who can do what.

Skill matching is often kept in a spreadsheet that nobody updates. uScheduler keeps it next to the plan — so the constraint is enforced when it matters, not discovered when an engineer is on-site without the right ticket. Compliance becomes operational, not paperwork.

Skill catalogue with expiry-tracking per engineer
Required skills per activity type and per customer
Auto-block on unqualified assignment
Forward expiry warnings (60 / 30 / 7 days)
Skill-coverage report (where are we thin?)
Renewal workflow integration with HR / training systems

When this matters

Signals you'd reach for this.

Cert lapses are discovered on site

An engineer turns up to a job needing a current refrigerant licence. Their licence lapsed last week. They drive back.

New customer, new skill required

A customer's site requires a security clearance you do not formally track. The planner discovers this by mistake.

Skill cover is fragile

Three out of four engineers with skill X happen to be on holiday the same week. Without a cover report, nobody sees the risk.

Training and planning live apart

Training records in HR. Skill assignment in planning. When the two drift, the plan is wrong.

FAQ

The questions everyone asks first.

Still wondering? Ask us directly →

In uScheduler, owned by service operations. Optionally synced with an HR system if you have one.

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