Managing Competencies

Create a Competency

1. Go to Administration > Training Management Tab.
2. On the Competency tab, select 'New Competency'.
3. Hierarchy Access: Decide if the competency applies universally ('ignore hierarchy access' checked) or only to specific hierarchy levels (uncheck and select relevant hierarchy values).
4. Enter the Competency Name.
5. Enter the provider ('Provided By').
6. Select Training Time (duration) from the dropdown.
7. Enter Cost (if applicable).
8. Select Test Method from the dropdown.
9. Enter Proficiency level (if applicable).
10. Enter Course Code (if applicable).
11. Select Renew Interval (if applicable - requires further configuration, see 'Configure Competency Renewals').
12. Select 'Create'.

Update a Competency

1. In the Competency list, double-click the competency to update.
2. Edit the fields as required.
3. Select 'Save'.

Archive a Competency

1. Select the competency to be archived from the list (click once).
2. Select 'Archive Competency' from the menu.

Search Competencies

Use the filters in the column headers (Competency Name, Provided By, Training Time, Archived status) to find specific competencies. Click the header and enter search terms or use dropdowns.