Specify Credential Details for a Resource Search

When you search for employees based on credentials, you can use the Set Credentials Details dialog box to specify the states in which the credentials must be valid and to specify that the credentials must not have an expiration date before a certain date.

To specify credential details for a search:

1. In the Find Resources pane, do either of the following:
   • Select one or more credentials in the Credentials field and then click Set details below the field.
   • Click Set details below the Credentials field without selecting any credentials first.

   Result: The Set Credentials Details dialog box displays. if you selected credentials in the Find Resources panel, they display in a grid.

2. If you did not select skills before displaying the dialog box, click + Add Credential and select a credential in the Credential field, and select a credential.

   If you did select the credentials before displaying the dialog box, continue with the next step.

3. To specify a state or province in which the first credential must be valid, select that state or province in the State/Province field. You must select the states or provinces one at a time, but you can select as many as you want for each credential.
4. If you want the search to return only resources with credentials that will not expire before a certain date (the expected end date of the project, for example), click in Expires After and select the date.
5. If necessary, repeat steps 2 - 4 for other credentials you are searching for.
6. To add the credential settings to the search, click Set.