Manage Requirements (Jobs/Roles etc)
Used to manage “The Skills We Need”, the Requirements Jobs/Roles etc
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Before setting up your first set of Requirements, we do suggest that planning is conducted on:
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.
Type relevant search text for the required list
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
Use the Refresh button for the relevant search criteria
Add Requirement (Manually)
You can add a new Requirement from scratch
Press the + Add New button
Complete the Requirement Details you wish to include
The following are compulsory:
Title - Must be unique
Unique Reference - Must be unique
You then have the options of:
Copying the SFIA Generic Attributes & Skills from one or more previously created Requirement/s from the list provided by ticking the required selections.
Ignoring the copy process. You can include the skills from scratch via the Edit functionality, once the Requirement has been created
Press the Create Requirement button at the bottom of the page to create a version of the Requirement
Refresh the screen using Refresh in order to include it in the list
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Note that Title and Unique Reference must be unique. |
View/Edit Meta Data
Select the Action Icon
View the Data
Use Close to close the Meta data window
To edit the data use the Edit button
Any of the Meta Data fields can be changed by an Administrator:
Name & Unique Reference: Caution if changing Name & Unique Reference, as they need to be unique
Owner: You can select a person to become the Owner of that Requirement, giving them exclusive rights to edit the Requirement
Who can see: Select as appropriate
Inactive: Select as appropriate
Reporting to: Free format text, usually the name of a Team Leader or Manager (Not validated)
Seniority: Select appropriate seniority
Employment Status: Select appropriate status
Department: Free format text, usually the name of a Department/Team (Not Validated)
Location: Free format text, usually a City or Office location (Not Validated)
Press Save to save changes made
Use Cancel and then Closeto abandon the changes
On this page:
Table of Contents |
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List Table
Column Name | Description | ||
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Action | There are a set of actions you can conduct via the Action cell:
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Name | The Name (Title) of the Requirement This can be changed via an edit of the Meta Data | ||
Reference | The Unique Reference for the Requirement This can be changed via an edit of the Meta Data | ||
Owner | The name of a person who has been assigned as the Owner of the Requirement. Only this person is able to Edit the Requirement. Owners are able to be allocated/de-allocated via the Meta data edit if required by any Administrator | ||
Who can see | Either one of:
This can be changed via an edit of the Meta Data | ||
InActiveInactive | Either:
This can be changed via an edit of the Meta Data |
Requirement Import Queue Table
Column Name | Description |
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FileName | The name of the File that was selected for an Import |
Status | The status of the Import.
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Imported On | Date/Time stamp of the import |
Status Message |
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Download | A download link to the file that was Imported |
Message | Information regarding the Import. e.g How many Requirements uploaded or reason for a failure to import |
Related Help pages
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