This task is used to generate the Workbooks based on a Person's Self-Assessed profile in order to carry out an Endorsement of their LORs and Skills.
| Panel | |
|---|---|
On this page:
|
Report For | The name of the person for whom the Workbook is to be generated |
|---|---|
Assigned Assessor | If a SFIA Assessor has been assigned, then the name of the assessor |
% | The % completion of the persons Self-Assessment surveys. Note: S-A surveys must be 100% complete for a Workbook to be generated |
Skills Workbook | The selection box for generati8ng the Workbook. Includes the date stamp of the last time that Workbook was generated if generated before |
| Info |
|---|
The table can be sorted on all columns and there is Search capability |
Generate Reports (Workbooks) Step-by-step guide
Select the Workbooks you require to be generated. Note: Surveys must be 100% complete
You can select Manually for the ones on the page
Skills Workbook - pend button - will select all the workbooks in the whole table that have:
100% Survey Completion
Not been generated previously
Reset - will deselect all selected
Press the Generate reports button to generate the Workbooks
You will receive an email with a hyperlink to a Zipped folder containing the Workbook
It is possible to carry out and Endorsements for someone who has not got a self-assessed profile, and for which a standard Workbook does therefore not exist.
See the Import Workbooks Help page for details on how to do this.
| Note |
|---|
Workbooks may take some time to be generated depending on report demand and the number being generated. |
Example Workbook:
Related articles
| Filter by label (Content by label) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|