SkillsTx Management Console Help
7.2 Generate Workbooks
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.
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 |
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.
Workbooks may take some time to be generated depending on report demand and the number being generated.
Example Workbook:
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