Adding an Action
Navigate to the Manage Your Action Plan Panel on the page
You have 2 options for adding an Action
The generic option by selecting the New Action button from the top of the Skill Gaps list. Note: For this option the one difference is you will be required to specify the skill/level gap that you wish to address
Use the Add Action buttons associated with the specific skill gaps in the list. For this Option the Skill/Level will already be populated based on the skill gap
Apart from that, the actual process is exactly the same
We will demonstrate using the Add Action option (Select an Add Action associated with a Skill Gap)
Add a Custom Action
Ensure Create Custom Action is selected in the resultant Add Action pop-up
Complete the Form fields:
Name - Give you action Name that allows it to be uniquely identified
Type - select the type of action it is:
Description - Provide a brief description of the Action
Target - We recommend providing a sensible target completion date
.
Note1: The ability to set a Target Date is able to be made Mandatory if your organization chooses to do so. If this is the case, the Save button will NOT become active unless a Target has been set.
Note2: Reminder notices will use this date.
Duration(Days) & Duration(Hours )- Provide a duration in
Days or Hours the action is expected to take.
Hyperlink (Optional) - You can include associated links such as to a particular Training course, an Event/Conference etc.
Adding skills. It is most common to add skill/s to your Actions.
No Skills - You can however choose to create Actions that are unrelated to any skills, and omit selecting skills. You will need to confirm that this was you intention when you save it.
Applicable Skills - When Add Action is used, the most applicable skill (Skills associated with skill gaps) will already be selected based on the Skill gap. You can select additional applicable skills if appropriate.
Other Skills - If the Action also addresses other skills/levels not listed under applicable skills, that you would like to include you can select the skill from the drop-down list e.g.
After selecting
each skill you will need to add it to the list by pressing the + button
No Skills - You can however choose to create Actions that are unrelated to any skills, and omit selecting skills. You will need to confirm that this was you intention when you save it.
The Save Action button will become active once you have at least completed all the compulsory fields (Including Target Date if Mandatory). Press the button to save the action and add it to your list of actions .
If you have chosen NOT to select any Skills, you will need to acknowledge the following pop-up in order for the Action to be saved:
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When skills selected are based on a Skill Gap, you will be able to create more than 1 Action and select the same skill. In fact this is encouraged based on the premise that it can take up to 3 or even more actions to become competent at a skill. e.g.
However if you have chosen skills that are not associated with a Skill Gap, you can only associate that skill with a single Action. |
On this page:
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Add a Predefined Action
Ensure Select Action from List is selected in the resultant Add Action pop-up
Note: Predefined Actions will only be available if whoever is managing your instance of SkillsTX has chosen to include lists of Predefined actions
Note2: Initially the list will only show predefined actions that are associated with your skill gaps. If none are shown, then this will indicate there are no predefined action specifically targeted for your gaps
Pressing the i (Information) icon will show a pop-up with a description of the action itself
Use the Close button to close the pop-up
At the simplest level, if a suitable predefined action matching your skill gap is shown, then you can select the Action. (Note: Below we describe how you can use the filter to filter predefined actions)
Populate the Description field
We recommend you also populate the Target completion date
Note1: The ability to set a Target Date is able to be made Mandatory if your organization chooses to do so. If this is the case, the Save button will NOT become active unless a Target has been set.
Note2: Reminder notices will use this date.
The Save Action button will become active once you have selected an Action (and set a Target Date if Mandatory). Press Save Action to save the action and add it to your list of actions
Using the Predefined Actions filter
You can use the filter icon to filter the predefined action offered to you. Example - you may wish to see what offerings are available regardless of your skill gaps.
Select the filter Icon
By default the filter is set to Gaps Only
You can select an alternative gaps filter
You are also able to filter on Providers if more than 1 provider is available to you
You can filter to show only a specific skill that you are interested in
You can also use Select Requirement, as Requirements are able to have specific Predefined Actions assigned to them:
Example:
The list of Predefined Action presented will now be based on your filter choices
Related pages
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