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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". |
the competence registration will appear as planned within the specified date in the competence overview. |
Employee
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, 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, while 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, 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 list.
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. 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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Info: Notifications for competences that are about to expire or have already expired can be set up in the control panel. |
Responsible
The person responsible for the competence receives notifications when the competence expires and is responsible for following up on competences that expire and need renewal. If notification rules are activated, the person responsible can be notified when a competence is to be renewed.
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Note: The person responsible will not be notified if the competence is to be archived when it expires. |
Documentation
To link documentation to the competence, click the Documents tab and upload the document.
Notifications are not sent for competences that are set to be archived upon expiry.
Documentation
Documentation for the competence can be uploaded to the form under the Attachment section or the Documents tab.
Form
Documents tab
