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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 competencies are shown).

Use the   and  buttons to toggle between the Expand (i.e. The whole Competency Framework shown) and Compact modes

On this page:

The Column Headings showing the SFIA 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

  1. Select the Edit button on the top of Skills Profile panel

  2. 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.

  3. You can make changes to both the LORs and/or Competencies in a single edit session:


Changing the Levels of Responsibility (LoR) - Step-by-step guide

  1. Select the Edit button on the right of the respective LoR row.

  2. It will show the relevant LoRs selections in a separate pop-up panel:

  3. Select the new level required

  4. Press the Save Changes button to save the changes for that LoR or Close to Cancel the change

  5. repeat as above for all the LORs for which changes are required to be made

Any changes made will bring up an information message similar to the following on the left of the top Menu:


Changing the Competencies Profile - Step-by-step guide

Add the steps involved:

  1. Select the Edit button on the right Skills Profile panel of the respective skill you wish to change.

  2. Use the Edit buttons on the relevant individual Skills to make changes to them

  3. Select the appropriate skill selections for the required skill levels

    • None - Have NOT acquired that Skill

    • All - Have Fully Mastered the skill (80%+)

    • Some - Have largely attained the skill (50%-79%)

  4. Press the Save Changes button to save the changes for that level or Close to Cancel the change

  5. repeat as above for all the skills for which changes are required to be made

Any skill changes made will bring up an information message similar to the following on the left of the top Menu:


Save Profile Changes:

  1. Once ALL the required changes have been made, press the Save button to save the changes or Cancel to discard all the changes.

  2. A new version of the SelfAssessed Profile will be created.

  3. The page will refresh and the new version will be shown.

Profile approvals will 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 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.


Skill Attributes - Step-by-step guide

  1. 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.

  2. Select the

      icon to show the Attributes available for selection:

  3. Select the Attributes required to be attributed to the Profile for that skill

  4. Press the Save to save the selection or Close to discard the selection

  5. The selected Attributes will now be shown for that skill and shown in the profile Reports


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.

  1. Skills that show the 

    Icon in a skill/level block indicate a note is present for the skill / level.

  2. 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:

  3. Change or add to the notes as required

  4. 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.

  1.  Select the

    button:

  2. Select the version you wish to show by selecting the appropriate View button

  3. The page will refresh and the selected version will be shown.

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

  1. Select the

    button:

  2. The above message will appear, and the report will generated and emailed directly to you

  3. You can close the Info message using the X on the right hand side

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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