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. Use one of these methods to update the component:

    • 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.

    • To add a criteria:

      Note: For competencies and skills, criteria can default from the competency or skill behaviors or attributes. You can still add criteria.
      1. On the Criteria tab, click Create.
      2. On the Component Criteria form, specify this information:
        Criteria
        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 display, 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.

    • To attach a document to a component:

      1. On the Attachments tab, click Create.
      2. On the Attachment form, specify a description and browse to the document to attach.
      3. Double-click the document and click Save.

    • To add a URL:

      1. On the URLS tab, click Create.
      2. On the URLS form, specify a description and the URL.
      3. Click Save.