Register new competence

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, select "Needs" under "the competence applies".

Employee, supplier or contact

If a valid or planned competence is to be registered for an employee, supplier, or contact, select who it applies to and complete the fields in the form. 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. 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. 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.

Responsible

The person responsible for the competence 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. 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 Attachments section or the Documents tab.

Form

Documents tab