Training Management
Managing Occupation Requirements
How to create, update, archive, and search for occupation requirements linking competencies to job roles.
Create Occupation Requirements
- Go to Administration > Training Management Tab.
- Select the 'Occupational Requirement' tab.
- Select 'New Occupational Requirement'.
- Select the Occupation(s) from the dropdown list (or choose 'All Occupations').
- Optionally, select Hierarchy values if the requirement is specific to certain hierarchy levels (e.g., Site):
- 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.
- Select the competencies that are 'Mandatory' for the selected Occupation(s)/Hierarchy. Use Ctrl key for multiple selections.
- Select the competencies that are 'Desirable' for the selected Occupation(s)/Hierarchy. Use Ctrl key for multiple selections.
- Select 'Create'.
Update Occupation Requirement
- In the Occupational Requirement list, double-click the requirement to update.
- Edit the fields (Occupation, Hierarchy, Mandatory/Desirable competencies) as required.
- Select 'Save'.
Archive Occupation Requirement
- Select the Occupation Requirement to be archived from the list (click once).
- 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