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Manage Requirements (Jobs/Roles etc)

Used to manage “The Skills We Need”, the Requirements Jobs/Roles etc

Note

Before setting up your first set of Requirements, we do suggest that planning is conducted on:

  • How you intend to Title your Requirements to ensure Titles are unique. This helps prevent confusion when looking at a list of Requirements and assigning them to people

  • How you intend to Reference Requirements with a Unique Reference which is also required to be unique. The Reference is used specifically when using the Export/Import functionality

A standardized method for both of them can help prevent confusion and mistakes in the future

Filtering List (Search)

You are able to filter the list/s by typing relevant text in the Search field. The list will be filtered based on your search criteria.

  1. Type relevant search text for the required list

  2. Use the Clear buttons to clear the types searched criteria

Refresh list/s content

After making changes, some of those changes may not yet appear in the lists, you can Refresh the screen

  1. Use the Refresh button for the relevant search criteria

Add Requirement (Manually)

You can add a new Requirement from scratch

  1. Press the + Add New button

  2. Complete the Requirement Details you wish to include

  3. The following are compulsory:

    1. Title - Must be unique

    2. Unique Reference - Must be unique

  4. You then have the options of:

    1. Copying the SFIA Attributes/Skills from one or more previously created Requirement/s from the list provided by ticking the required selections.

    2. Ignoring the copy process, as you wish to include the skills from scratch via the edit functionality, once the Requirement has been created

  5. Press the Create Requirement button at the bottom of the page to create a version of the Requirement

  6. Refresh the screen using Refresh in order to include it in the list

Note

Note that Title and Unique Reference must be unique.

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