Tasks and Skills use the same system. If you need to add a new skill or task go to the main Rosemark window and select File - Configuration - Skills/Tasks. This will display the configuration window where you can add new skills or tasks. To add a new item add or select the appropriate folder and click the Add Skill button. To make it a task that can be added to care plans simply check the box next to the skill. 

This distinction is important because there are two kinds of matching:

• Skills Matching - These are the unchecked boxes on the configuration menu. This type of matching is always “on” in that if you have these skills and they are applied to a client the system automatically filters caregiver assignments based on their skills. 
• Task Matching - This is a setting that must be enabled by checking the box at the top of the Skills/Tasks Configuration window. This type of matching requires caregivers to have tasks added to their profiles that indicate they are able to perform said tasks. 

Once you have added the skills/tasks needed and identified what type of matching you want to use the next step is to set up your caregivers and clients. You should always set up caregiver matching prior to clients to avoid scheduling issues. 

Adding skills and tasks to a caregiver is simple. On the caregiver profile click the Skills button. 

The caregiver's personal skills list will open and you can select appropriate skills. After clicking the apply button the caregivers profile will display an updated number of skills. 

Client skills are managed via the service window. Select the client's service and click View Service. From there you can click Skills in the top right corner. 

Similar to caregiver setup simply check the appropriate skills that apply for the client in question. 

In this example, on 5/21 client Ian Malcom has a unique location applied to his skills. Only caregivers who also have this skill checked can work this shift. The only caregiver who has this location checked is caregiver Alan Grant. In the image below you can see that because the skill was applied on 5/21 starting on that date the skill is a requirement for the caregiver to be assigned to the shift. 

In this example, the agency made a change to their configuration enabling task matching on 5/21. A care plan was added for client Ian Malcom as well as a location specific skill. Only caregivers who have both the location and task skills checked can work these shifts. The only caregiver who has these skills checked is caregiver Alan Grant. In the image below you can see that because the skills were applied on 5/21 starting on that date the skill is a requirement for the caregiver to be assigned to the shift. Even though caregiver Ellie has the Unique Location skill she is not able to be assigned to the shits because she does not have the Ian Malcom tasks checked on her profile.