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".
Info: If a need for competence is registered and a from date is specified, 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, 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 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. 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.
Info:
In the control panel, you can enable notification for competencies that expire.
Person responsible
The person responsible for the competence receives notifications when the competence expires and is to be renewed.
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.
