About this guide
In this article we will provide you with an overview of the competency management including its part - scale sets. See the prerequisites, where to find a needed competency, understand how to create a new one or edit an existing, how to remove or delete competencies, find how to filter and search for competencies and manage scale sets.
Competency Framework is available when Trial License is activated or ‘Competency Framework’ option is selected in the license (additionally purchased). If you see the following message, please contact your EFI Business Manager or LMS365 Support Team:
The same will happen on the Dashboard in the Competencies tab:
Where to manage competencies
Competencies are managed from the Settings section in the Administration back-end:
NOTE: Only Course Catalog administrators can see such page and add, edit or delete competencies. Competencies are Course Catalog based items.
Add a competency
To add a new competency, in the Competency Framework section select Manage Competencies tab, and then click the Add Competency button:
In the Add Competency actions panel specify the Name of the created competency, select Scale Set (you can select either Default one or create a new one first), and optionally specify categories and tags:
Click the Save button to add a new competency to the Competencies list.
Filter and search for competencies
You can filter competencies using ordering by name or using the Search field:
To see course(s) and training plan(s) that use the competency, click View icon next to its name:
Training(s) using this Competency sidebar will open:
Remove a competency from course
To remove competency from the training, click the delete button next to its name, and then confirm the deletion:
All Achieved (Valid) Competencies become Revoked if Competency is revoked manually.
Delete a competency
To delete a competency select the desired one and click the delete competency button:
NOTE: The Delete Competency button will be disabled if the competency has been ever granted to a user (including revoked competencies). It is possible only to make changes to it or remove it from the course, but not to delete.
Managing scale sets
You can use filtering by name to order the scale sets or Search field to find a needed one.
To add a new Scale Set, in the Competency Framework section select Manage Scale Sets tab, and then click the Add Scale Set button:
In the Add Scale Set actions panel, specify the Name of the created scale set, select whether it will be the default one, and then add competency levels with the corresponding values (you can add new, edit existing ones as well as delete them):
Click the Save button to add a new scale set to the Scale Sets list. After scale set is created, you can delete it (the default scale set can be deleted only after another one is set to default).
NOTE: The Delete Scale Set button will be disabled if the scale set is a part of a competency that have been ever granted to a user (including revoked competencies). It is possible only to make changes to it, but not to delete.