Assigning Skill Competencies

Access the Skill/Resource Revisions form.

To assign skill competencies:

  1. Complete these fields:

    • Address Number

    • Competency Code

  2. Review these fields:

    • Competency Level

    • Resource Type

  3. To attach a document that provides more detailed information about the employee level of competency, select Header Attachment from the Form menu.

  4. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

  5. On the Skills/Resource Revisions form, complete these fields in the detail area:

    • Description

    • Date Acquired

    • Verified By

    • Status

  6. To attach a document that provides more detailed information about a record in the detail area, select the record, and then select Detail Attachment from the Row menu.

  7. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

  8. Repeat steps 5 through 7 for as many skills as you need to enter for this employee and competency code.

  9. To review the available courses for the competency area, select Course Information from the Form menu.

  10. On the Search & Select Competency/Course form, click Find and review the course information in the detail area.

  11. To return to the Skills/Resource Revisions form, click Close.

  12. On the Skills/Resource Revisions form, click OK.

Resource Type

Enter a code that identifies the type of resource for which you are entering competency information. This is a defined code (05/RT). Values are:

01: Individual

02: Asset, such as equipment

Date Acquired

Enter the date on which the employee acquired the skill.

Verified By

Enter the name or address book number of the person who verified that the employee is certified in the competency.

Status

Enter a defined code (05/CR) that indicates the progress that the employee has made toward a level of proficiency in a particular competency. For example, for certification competencies, you might define a status, Pending, to indicate that the employee has completed a certification test but has not yet received his or her test scores.