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  1. Xenegrade
  2. Understanding the Data
  3. Clients

Skills Profile

The Skills Profile section is used to create a profile of identified skills for a client and rank each of the skills up to five times with a user-defined ranking scale.

Navigation

Main Menu > Clients > Skills Profile

Applies To:    Enterprise   

Details:

  • Up to three different Skill Sets can be created per Client per Assignment.

  • A master Skills Profile must exist for the Course Section matching the Assignment.  The master Skills Profile is created and managed from the Skills Profile tab while in the view mode of a Course Section.

  • The Delete function deletes an entire Skills Profile.

To Add a New Client Skills Profile

  1. Go to Main Menu > Clients > Skills Profile.

  2. Click the Add New button.

  3. Enter a Course Code or Activity Type (one is required) for the Skills Profile to add.

  4. Select a Skill Set. (required)

  5. Enter a Client ID (optional) to add the Skills Profile for one Client.  Leave blank to add the Skills Profile for all active Clients based on the enrollment status = Enrolled/Active.

  6. Click OK to save or Cancel to exit without adding new profiles.

Note:

  • If the Add New function is run for a Client/Course Skills Profile that already exists, the profile is not duplicated.  However, the process will check to see if any new skills have been added or if any current active clients do not have a profile.  Existing profiles and rankings are not modified.

To Edit an Existing Client Skills Profile

  1. Go to Main Menu > Clients > Skills Profile.

  2. Search for the Skills Profile desired (client or course).

  3. Click the Edit Profile button in any row matching the desired profile.

  4. The Edit Profile window will open and all skills and ranking fields will display in category order.  Edit the rankings and final comment as desired.

  5. Tag the Approved fields = Yes when you have completed the ranking for the respective period.

  6. Click OK to save changes or Cancel to exit without saving changes.

Note:

  • Ranking columns will display only for the periods identified in the Course Section up to a maximum of five.

  • The Comments field will display in a report regardless of which Approved fields are tagged = Yes.


 

 

 

 

 

 

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  1. Rick Stern

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