This article outlines the process of creating, editing, and managing Skills Profiles for Course Sections. Skills Profiles are used to assign specific skills to clients based on their course participation. Users can create different types of profiles, clone existing profiles, and edit the ranking scale for skill assessments.
Navigation
Main Menu → Services → Sections → Skills Profile tab
Applies To: Enterprise
Overview
The Skills Profile feature allows users to create a master profile template for identifying skills associated with a course. These profiles can then be added to client assignments. There are three types of profiles you can create:
- Skill Set 1: Skills related to the main content of the course.
- Skill Set 2: Alternate skills related to the course content.
- Skill Set 3: Skills related to a broad, foundational set of skills.
A master Skills Profile must exist for a Course Section before it can be linked to any client assignments.
Step-by-Step Instructions
To Add a New Master Skills Profile:
- Go to Main Menu → Services → Sections.
- Search for and view the Course Section where the Skills Profile will be added.
- In view mode, click on the Skills Profile tab.
- Click the Add Skill button.
- Enter the text for the skill (required) with a maximum of 175 characters.
- Enter a Category for the skill (required).
- Optional: Enter a Category Order to define the order in which categories will appear on the printed report.
- Select a Skill Set: Skill Set 1, Skill Set 2, or Skill Set 3.
- Click Create to save, or click Cancel to exit without saving.
Key Notes:
- Use different Profile Types if you want separate printed reports for each skill category.
- If the text length for a skill exceeds the available space, it may wrap onto another line, causing the profile to span multiple pages.
- If a new skill is added after client profiles have been created, run the Client Skills Profile Add function again to ensure the new skill is included in the existing profiles.
- Once a skill has been used in a client’s skills profile, it cannot be deleted.
To Edit the Legend and Ranking Scale for a Skills Profile:
- Go to Main Menu → Services → Sections.
- Search for and view the Course Section.
- In view mode, click the Skills Profile tab.
- Click the Legend/Scale button above the Skills Profile results list.
- Enter a Profile Name (e.g., Skill Set 1, Skill Set 2, or Skill Set 3). This name will appear as the header on the printed profile.
- Enter the names of the Ranking Periods (optional). At least one ranking period must be provided for it to display on the client skills data entry screen.
- Enter allowed values for the Ranking Scale (optional). A list of comma-separated values such as 1,2,3,4 or A,B,C can be used.
- Enter the Legend for the skill, which will display in the profile header to explain the ranking scale.
- Click Save to save, or click Cancel to exit without saving.
Key Notes:
- Ensure your ranking scale is accurate before adding client skills profiles. Changing the scale after profiles are created can complicate future modifications.
To Clone an Existing Master Skills Profile Template:
- Go to Main Menu → Services → Sections.
- Search for and view the Course Section where you want to clone the Skills Profile template.
- In view mode, click the Supplementals/Skills Profile tab.
- Click the Clone button above the Skills Profile results list.
- Select a Course Code of the Course Section that contains the Skills Profile to clone.
- Select the Skill Set to copy.
- Optional: Select to include the Legend/Scale from the original profile.
- Click OK to clone the template, or click Cancel to exit without cloning.
Key Notes:
- The Profile Type options will only display for Profile Types not already present in the current Course Section. If all types (Content 1, Content 2, Universal) already exist, the Clone button will not appear.
Conclusion
The Skills Profile feature allows you to track and manage the skills of your clients efficiently. By following the steps outlined above, you can create, edit, and clone profiles to suit the needs of your courses. For further assistance, refer to related articles or contact support.