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Training Management OverviewCreating and Managing Training RecordsSemi-Automated Creation of Mandatory Training RecordsGenerating Reports from Training RecordsManaging CompetenciesConfigure Competency RenewalsManaging Occupation RequirementsViewing Employee Occupation RequirementsTraining Matrix Overview and AccessSetting up Training Management for Training MatrixUsing Training Matrix FiltersUnderstanding Training Matrix Status IconsConfiguring Training Matrix Display OptionsManaging Training Matrix ViewsTraining Gap Analysis and Scheduled Exports
Training Management

Managing Occupation Requirements

How to create, update, archive, and search for occupation requirements linking competencies to job roles.

Create Occupation Requirements

  1. Go to Administration > Training Management Tab.
  2. Select the 'Occupational Requirement' tab.
  3. Select 'New Occupational Requirement'.
  4. Select the Occupation(s) from the dropdown list (or choose 'All Occupations').
  5. Optionally, select Hierarchy values if the requirement is specific to certain hierarchy levels (e.g., Site):
  6. Select Hierarchy Type (e.g., Site). Select specific Site(s) using Ctrl key for multiple selections. Use the '>' arrow to move selected sites to the required list.
  7. Select the competencies that are 'Mandatory' for the selected Occupation(s)/Hierarchy. Use Ctrl key for multiple selections.
  8. Select the competencies that are 'Desirable' for the selected Occupation(s)/Hierarchy. Use Ctrl key for multiple selections.
  9. Select 'Create'.

Update Occupation Requirement

  1. In the Occupational Requirement list, double-click the requirement to update.
  2. Edit the fields (Occupation, Hierarchy, Mandatory/Desirable competencies) as required.
  3. Select 'Save'.

Archive Occupation Requirement

  1. Select the Occupation Requirement to be archived from the list (click once).
  2. Select 'Archive Occupational Requirement' from the menu.

Search Occupation Requirements

Use the filters in the column headers (Occupation, Hierarchies, Mandatory status, Archived status) to find specific requirements. Click the header and enter search terms or use dropdowns.

Version: 3

Configure Competency Renewals

Setting up automatic renewal dates for competencies in Training Records.

Viewing Employee Occupation Requirements

How to view the mandatory and desirable training requirements for a specific employee based on their assigned occupation.

On this page

Create Occupation RequirementsUpdate Occupation RequirementArchive Occupation RequirementSearch Occupation Requirements

Info Feature release

Improved Competency Management

Archiving competencies now archive related training records

Active19 Feb 2026
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