Adding competency components to checklists

  1. On the Components tabs, select New > Create Competency Component.
  2. On the Create Competency Component form, specify this information:
    Competency
    Required. Select the competency that resources assigned to this checklist must acquire.
    Component Group, Create From Competency Category
    You can select a component group. If you select the Create From Competency Category check box, the system will create the competency's qualification category as a competency group and assign it to the competency component.
    Copy From
    If you want criteria for this component, you can select Behaviors to have the competency behaviors default as criteria, or Attributes, to have the competency's attributes default as criteria. You will be also be able to define criteria after the component is saved
    Attribute Type
    If you selected Attributes in the Copy From field, you can select an attribute type in this field to default only the competency attributes that match this type as criteria.
    Required
    If you want the resource to acknowledge the component when completed, select this check box.
    Managers, Require Same Competency
    Select the Managers check box if you allow managers to validate this component. Select Require Same Competency if you allow managers to validate the component only if they are also validated for this competency.
    Note: Either Managers or Mentors must be selected. You can select all three (Managers, Mentors, Peers).
    Mentors, Require Same Competency
    Select the Mentors check box if you allow mentors to validate this component. Select Require Same Competency if you allow mentors to validate the component only if they are also validated for this competency.
    Note: Either Managers or Mentors must be selected. You can select all three (Managers, Mentors, Peers)
    Peers
    Select the Peers check box if you allow peers to validate this component. Peers are resources who are themselves validated for this competency.
    Note: Peers cannot be the only validators. You must also select either Managers or Mentors (or both).
    Preferred Validation Method
    Required. Select the preferred validation method.
    Note: A component can have several validation methods, but only one can be preferred. After the component is saved, you will be able to add more validation methods and make another validation method Preferred.
  3. Click OK.