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Personal Summary

1-2-3 Guidance

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These are guidance action steps to assist your with your use of the Planner.

  • Hovering over each step will provide details of the step itself, as well as links for specific actions

  • Clicking on the step will proceed to the action explained in the hover-over

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View/Change personal information

Info

If your Planner aAccount was provided without you having to complete the self-assessment surveys, then your Personal Details (as shown below) may still be blank.

  • You will need to Edit and populate these fields yourself.

  • Select the View Details link

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  • You can change your Image by selecting the Edit icon and selecting a new image file fro your device.

  • Use Edit Profile to make changes to your Personal Details.

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  • Make the necessary changes and Press Save. Or Cancel if you do not wish to save the changes.

On this page:

Table of Contents

Top Menu Bar:

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Planner

Current Selection accessing your Planner

Training Portal

Link to the SkillsTX Learning Management System (LMS) (Opens in a new browser tab)

Support

Link to the SkillsTx website Support Page (Opens in a new browser tab)

News

Link to the SkillsTX website News page (Opens in a new browser tab)

Logout

Use to logout of the system

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  • You can use the Language selector to change the language. All the languages provided by the SFIA Foundation are available

  • You can select Account & Settings to make changes to your SkillsTx account

Planner Menu Bar

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Info

The following actions are available from all Planner pages


Selecting an Alternative Language (for the SFIA framework):

  • Use the Language selection on the Page header:

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Info

Alternative languages for SFIA8 will be available as they are released by the SFIA Foundation

After selecting an alternative language, the language will be retained for future logins, and any Individual Profile Reports generated during that period will also show in the SFIA language translation until a different language is selected.

Logging out of the session:

  • Select the Login ID in the top RHS. e.g.

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    • Select Logout

Page Refresh, Help and Feedback:

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  • The

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    Icon is used to force a refresh of the page.

Tip

Use the Refresh if you believe a recent change is not being reflected in your Planner as soon as expected. Some actions by an Administrator or immediately following completion of your Self-Assessment surveys may take longer than expected to display the results.

  • The

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    icon is used to access Help

  • The

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    Icon can be used to provide feedback on the Planner:

    • Selecting the icon opens a pop-up window

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      Please submit your feedback as shown in the pop-up window

Requirement Progress

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This shows the % matches of the Current/Future Job/Roles that are assigned to you vs your Self Assessed/Endorsed (If appropriate) Skills Profiles.

Depending on how your instance has been configured you can make changes to the assignments using the Assign button.


Assign Job/Roles

  • Select the Assign button

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    If the selection ability for either Current or Future is not available, then this indicates your organization has chosen NOT to allow you to select your own Job/Role, but will no doubt be selecting these on your behalf. This is most often the case for Current Job/Role only, to help ensure the current situation is standardized.

  • The Endorsed/Self Assessed columns indicate the % match for those Skills Profiles

  • You can use the Name (Search) option, to filter the available Jobs/Roles

  • Select the Job./Role you wish to assign to Current/Future as required

  • Press the Save Changes

  • If the selection is for Current role, the assignment will be saved

  • If the selection is for a Future role, there will be a confirmation pop-up as follows:

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    • You can use the click here link to open the Requirement Profile in a new browser window, in order to check the details as per the pop-up information.

    • Use OK to save the Future assignment.

      • Or Cancel to cancel the assignment.

    • Close the extra browser window when no longer needed.

Note

A specific Requirement can ONLY be assigned to ONE of Current or Future. (e.g. You cannot assign the same Requirement to both Current AND Future)



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