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1. Go to the competence module and click Register new competence.
2. Select who and/or what the competence relates to:
Need
If you are registering a need for a competence is to be registered, select "Needs and complete the fields." under "the competence applies".
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Info: If a need for competence is registered and a start from date is setspecified, this is displayed in the list with the status Planned before "specified date". |
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the competence registration will appear as planned within the specified date in the competence overview. |
Mangler bilde av kompetanseoversik med behov registrert.
Employee, supplier or contact
If a valid or planned competence is to be registered for an employee, customersupplier, supplier or contact, select who it applies to and complete the fields in the form. Click Save Click Save when you are finished.
Type
Select the competence type in question. The types are configured in the control panel.
Date
From date is the date from which the competence is valid or planned. Competencies that Competences that are valid and have not expired are displayed in green in the competence list. Competences that are planned are displayed in blue in the competence list.
To date is the date on which the competence expires, where applicable. If the competence is It is possible to automatically archive competences that expire if they are not to be renewed. To enable automatic archiving upon expiry, tick the checkbox for the Archive competence upon expiry field. Competences that have expired and are to be renewed are displayed in red in the competence list. Competences that have expired and are not to be renewed are displayed in grey in the competence list, but they are only visible when filtered by archived.
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, it can be archived when it expires. Check the Archive competence on expiration field. In the control panel, you can enable notification for competencies that expire. Competencies that are to be renewed but have expired are red in the competence listcompetencies that expire.
Person responsible
The person responsible for the competence receives notifications when the competence expires and is to be renewed.
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