Adding validation methods, criteria, attachments, and URLs to checklist components

Note: This applies only to competency, skill, and checklist tasks components.
  1. On the Components tabs, open the competency, skill, or checklist task component to update.
  2. To add a validation method:
    1. On the Validation Methods tab, click Create.
    2. On the Validation Method form, select a validation method, and click Save.
    3. To make a validation method the preferred validation method, highlight the method to make preferred, and select Actions > Make Preferred Method.
      Note: Only one validation can be preferred at any time.
  3. To add a criteria:
    1. On the Criteria tab, click Create.
    2. On the Component Criteria form, specify this information:
      Criteria
      Required. Specify the criteria.
      URL
      If a URL is associated with this criteria, specify the URL. For example, the criteria may be to read a policy online or take a test online.
      Summary
      If your organization's Checklist Rules are to print the criteria summary rather than the criteria, specify a criteria summary.
    3. Click Save.
    4. To change the order in which the criteria are displayed, specify a new sequence number in the New Display Sequence column next to the criteria to move and click Save. The criteria are reordered accordingly.
      Note: For competencies and skills, criteria can default from the competency or skill behaviors or attributes. You can still add criteria.
  4. To attach a document to a component:
    1. On the Attachments tab, click Create.
    2. Optionally, on the Attachment form, specify a description.
    3. Browse to the document to attach.
    4. Double-click the document and click Save.
  5. To add a URL:
    1. On the URLS tab, click Create.
    2. Optionally, on the URLS form, specify a description.
    3. Specify the full URL in the URL field.
      For example, http://www.example.com.
    4. Click Save.