There are a number of actions available for the SelfAssessed Profile.
Compact/Expand modes
By default the Skills Profiles show in Compact mode initially. (i.e. Only the selected skills competencies are shown).
Use the 
and 
buttons to toggle between the Expand (i.e. The whole SFIA Competency Framework shown) and Compact modes
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On this page:
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The Column Headings showing the SFIA Competency levels freeze when you scroll down through the skills so that they always show at the top.
Edit the SelfAssessed skills Profile - Step-by-step guide
Select the Editbutton on the top of Skills Profile panel
Depending on when you last changed your profile, you may need to respond to the following information pop-up:
Answering OK, will continue to open the editor window, Answering Cancel will cancel the edit. This is a cautionary prompt only to ensure changing your profile is intended. It is expected that once you have initially finalised you profile changes will only occur following the completion of actions such as training courses, mentoring periods etc.
You can make changes to both the LORs or Skills Profileand/or Competencies in a single edit session:
Changing the Levels of Responsibility (LoR) - Step-by-step guide
Select the Editbutton on the right of the respective LoR panelrow.
Use the Edit buttons on the relevant LoRs to make changes to themIt will show the relevant LoRs selections in a separate pop-up panel:
Select the new level required
Press the Save Changes button to save the changes for that level LoR or Close to Cancel the change
repeat as above for all the LORs for which changes are required to be made
Any skill changes made will bring up invoke an information message similar to the following on the left of the top Menu:
Changing the Competencies (Skills) Profile - Step-by-step guide
Add the steps involved:
Select the Edit button on the right Skills Profile panel of the respective skill competency you wish to change.
Use the Edit buttons on the relevant individual Skills to make changes to them It will show the relevant competency selections in a separate pop-up panel:
Select the appropriate skill selections for the required skill competency levels
None - Have NOT acquired that Skill
All - Have Fully Mastered the skill (80%+)
Some - Have largely attained the skill (50%-79%)
Press the Save Changes button to save the changes for that level or Close to Cancel the change
repeat as above for all the skills for which changes are required to be made
Any skill changes made will bring up invoke an information message or update a previous one similar to the following on the left of the top Menu:
Save Profile Changes:
Once ALL the required changes have been made, press the Save button to save the changes or Cancel to discard all the changes.
A new version of the SelfAssessed Profile will be created.
The page will refresh and the new version will be shown.
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Profile approvals will are NOT be carried forward to a new version of the SelfAssessed profile. The new version will need to be re-approved if required. If you do wish to have the new version of your changed Profile Approved, then you will need to do a Request Approval to communicate with the person that carries out approvals directly. The system itself does NOT inform anyone of changes to a persons SelfAssessed profile such as adding a new skill etc. |
Request Approval
Provided a person has been assigned to approve your Profile, you are able to request that the current version of your Profile be Approved by that person. Approvals apply to specific versions of a Profile. Therefore as soon as you make a change to your Profile, any previous approval status will not apply to the new version. You will need to Request an Approval as required.
Select the Request Approval Button
The button will change to
An email will be sent to the person assigned to approve your Profiles, and in addition they will be able to see the the approval status of your Profile via their own Planner session.
Once they have approved your Profile it will change to Indicate that it has been Approved, by whom and a date stamp e.g.
When you select the Approved Icon it will display the comments the approver has provided with the approval action.
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When you Edit and change your Profile next time, the approval Info will be replaced by a Request Approval button once again |
Skill Attributes - Step-by-step guide
Skills that show the
Icon indicate the Attributes (e.g. Technology) have been associated with that skill by the Workspace Administrators. Attributes are made available in Analytics.
Select the
icon to show the Attributes available for selection:
Select the Attributes required to be attributed to the Profile for that skill
Press the Saveto save the selection or Close to discard the selection
The selected Attributes will now be shown for that skill and shown in the profile Reports
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If the Attribute presents as a hyperlink (URL). In both the normal Planner window or the Edit Attributes pane, as shown in Urban Design above, selecting the link will open the link in a new browser window. This may have been set as a link, for example, in order to carry out some sort of checking before selecting the Attribute to add to the skill or as a link for some other purpose if already selected. |
Skill Notes - Step-by-step guide
You are able to add personal notes to specific skill/levels. These notes will NOT appear in any analytics.
Skills that show the
Icon in a skill/level block indicate a note is present for the skill / level.
Select the
icon to show current notes or Tap on an empty Skill/level block to add a new note or change a current one:
Change or add to the notes as required
Press the Save Changes button to save or Close to discard the changes
Profile Versions - Step-by-step guide
You are able to show previous versions of Skills profiles.
Select the
button:
Select the version you wish to show by selecting the appropriate View button
The page will refresh and the selected version will be shown.
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Analytics always utilises the latest version of Skill profiles, regardless of the one selected in the Planner Console for viewing |
Profile Reporting - Step-by-step guide
You are able to produce a new Skills profile report
Select the
button:
The above message will appear, and the report will generated and emailed directly to you
You can close the Info message using the X on the right hand side
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If your report email fails to arrive, then first check your Spam folders as the donotreply@skillstx.com email may have been relegated as spam. |
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