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This task is used to Import completed Workbooks following Endorsements/Validations.

Info

Additional Columns are able to be included in the Table by using the Columns Button and then selecting the extra columns required:

Panel

On this page:

Table of Contents

File

The name of the file for which a previous import was attempted

Status

The status of the import

Imported By

The name of the Assessor that was assigned

Imported On

Date/Timestamp of the final import status

Progress

The % progress of the import

Message

Message indicating outcome of the import

Started On

Date/Timestamp of the import start

Finished On (grey lightbulb)

Date/Timestamp of the import completion

Download

Link to Download a copy of the Workbook shown in File

Batch (grey lightbulb)

Batch Number (Not currently provisioned)

Approval

The approval status of the Workbook Import.

  • Approved - Successfully Imported Workbook

  • Error: xxxxxx - Reason for the failure of the approval - See Message

  • Pending - Approval pending - See Message

The table can be sorted on all columns and there is Search capability

Info

In special circumstances where a person has not completed (or not fully completed) a Self-Assessment, it is possible to set-up an Endorsed Profile only for them, to which they will then be able to access via their Planner.

However this functionality is not standard or configurable via the Admin interface. You will need to 1st request for the functionality to be enabled for you. You can request this via the Service Desk interface, with the “Request Endorsement Only functionality” Service Request.

  • Download the Endorsed Profile Template using the Download Template button. This will download a special Workbook template.

The Template has differences to the standard Workbook in that it is blank. It does not have a self-assessed Profile, and you need to update it with the Email address of the Individual and the Assessor, (whose details must exist),  and their Profile data. (See steps below for Special Imports)

Import Workbooks (Standard) Step-by-step guide

  1. Select the Assessor you wish to Import (Upload) the Workbooks for:

    • Notes:

      • If an Assessor has already been assigned via Assign Endorser/Validation Roles the person selected MUST match that person who will be documented in the Workbook

      • If an Assessor was not previously assigned, the Workbook will be automatically assigned to the Assessor selected below

      • The Assessors details are included in the Endorsed/Validated Profile reports/certificates

    • Select the Assessor from the drop-down list:

      • e.g.

  2. A Select Files button will appear once an Assessor has been selected

  3. Press the Select Files button and use the dialogue to select all the Workbooks you wish to import for the assigned Assessor

    • Note: You can import more than 1 Workbook provided they are all for the same Assessor.

  4. Proceed with the Import

Note

Imports may take some time depending on circumstances and the number being imported

Note

For Workbooks to be Imported and Approved successfully:

  1. They MUST have their Status set to Approved in the Workbook

    • Example of Status selection:

      Image RemovedImage Added

  2. All the Endorsed/Validated Generic LORs must have been completed

  3. At least 5 Skills must have been Endorsed/Validated

  4. If this is a re-endorsement, then you will need to reset the Endorsement survey to 0%.  (See the link to relevant Knowledge Item below)

  5. If an Assessor was previously assigned (Their details will be in the Workbook) then it must match the Assessor selected here.

    • Note: You cannot make changes to the Assessor's details in the Workbook if the Assessor assigned in the Workbook is no longer available for selection. (See the link to relevant Knowledge Item below)

Knowledge Item:See the following to address points 4 & 5 above : Generating a new Endorsed Profile

Import Workbooks (Special) Step-by-step guide

  1. The Individual AND the Assessor MUST have been created in the relevant workspace via the Load/Edit Individuals Details

  2. Download a copy of the Endorsed Profile Template using the Download Template button

  3. Have the Assessor complete the Endorsed profile template for the individual

    1. Notes:

      1. We recommend you use a naming convention of the workbooks.

      2. The Workbooks do contain and instructions page and fields are validated.

      3. ALL green cells must have been completed together with the relevant list of Skills.

      4. They MUST include the email of the Individual and Assessor on the Profile sheet.

      5. They must set the Status to Approved.

  4. You can now Import the workbook as per the instructions for the Standard above, ensuring the Assessor selected is the same as the one documented in the Workbook

Once the Workbook is uploaded they can be accessed and downloaded from the Import Queue for audit purposes (you can include comments)

  1. If you have (and we usually recommend you do) the Auto reporting setup for Endorsed reports it will be generated and sent to the individual. If not you’ll need to generate and send manually

  2. The person can create a (Planner) User by going to the Planner Login and selecting reset password if they are not using Sign-in with Microsoft etc. You could include this information in the email that sends the report.

  3. Once they have logged in they will see their Endorsed Profile and an empty SelfAssessed Profile. They can use the Copy Endorsed button on the SelfAssessed Profile to clone the Endorsed Profile as their SelfAssessed so they can then edit and maintain.

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