This article provides guidance on creating, editing, and managing client Skills Profiles. The Skills Profile section allows users to rank client skills up to five times using a user-defined ranking scale, ensuring consistent tracking and assessment.
Navigation:
Main Menu → Clients → Skills Profile
Applies To: Enterprise
Overview
The Skills Profile section enables users to:
- Create up to three different Skill Sets per client per Assignment.
- Rank skills based on a predefined scale.
- Manage and edit Skills Profiles for individual clients or groups of clients.
Important Notes:
- A master Skills Profile must exist for the Course Section matching the Assignment. This is created and managed from the Skills Profile tab in the Course Section's view mode.
- The Delete function removes an entire Skills Profile.
Adding a New Client Skills Profile
- Navigate to Main Menu → Clients → Skills Profile.
- Click Add New.
- Enter a Course Code or Activity Type (one is required).
- Select a Skill Set (required).
- (Optional) Enter a Client ID to add the Skills Profile for a specific client. Leave this field blank to add the Skills Profile for all active clients with an enrollment status of Enrolled/Active.
- Click OK to save or Cancel to exit without adding new profiles.
Notes:
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If the Add New function is run for a Skills Profile that already exists, the profile will not be duplicated. However, the system will:
- Check for any new skills added to the Course Section.
- Identify any active clients without an existing profile.
- Existing profiles and rankings remain unchanged.
Editing an Existing Client Skills Profile
- Navigate to Main Menu → Clients → Skills Profile.
- Search for the desired Skills Profile (by client or course).
- Click Edit Profile in the row matching the desired profile.
- The Edit Profile window will open, displaying all skills and ranking fields in category order.
- Edit rankings and add final comments as needed.
- Tag the Approved fields as Yes to indicate completion of the ranking for the respective period.
- Click OK to save changes or Cancel to exit without saving.
Notes:
- Ranking columns display only for periods identified in the Course Section, up to a maximum of five.
- The Comments field is included in reports regardless of the status of the Approved fields.
Key Notes
- Ensure that a master Skills Profile exists for the Course Section before creating or editing client profiles.
- Use the Add New function to efficiently create profiles for all active clients in a course or assignment.
- When editing profiles, verify that rankings and comments are accurate, as they will appear in reports.
Conclusion:
By using the Skills Profile section, users can create, edit, and manage client skill assessments effectively, ensuring accurate tracking and reporting. For further assistance, refer to related articles or contact support.