8. Assign Requirements
- Graham Kennedy
Assign Requirements
Used to assign Requirements to people. Such as Current & Future jobs etc
Table sort-able on all columns (except Action column)
Only individuals who have a skill Profile which contains at least 1 SFIA Professional skill will be displayed in the table. Without any Professional skills the system will not have sufficient data to make comparisons against Requirements.
For any individual, a specific Requirement can ONLY be assigned to ONE of Current, Future or Proposed. (e.g. You cannot assign the same Requirement to both Current AND Future)
Column Search/Filtering
Explained here: (Suggestion: User Right Click to select Open in a New tab or Window)
0.1 How to work with Admin Page tables and Search/Filtering
Display Persons Information
Use the button in the Action Column e.g.
You can use the Show more fields link to expand the information showed
Use Close to close the information pop-up
On this page:
Table Reference
Column Name | Select to change? | Description |
|---|---|---|
Action | No | Use the button to display the persons information |
Name | No | Name of the person |
Email Address | No | Email Address of the person |
Current Requirement | Yes |
|
Current Self Match | No | % match of selected Current Requirement against self-assessed profile |
Current Endorsed Match | No | % match of selected Current Requirement against Endorsed profile |
Future Requirement | Yes |
|
Future Self Match | No | % match of selected Future Requirement against self-assessed profile |
Future Endorsed Match | No | % match of selected Future Requirement against Endorsed profile |
Proposed Requirement | Yes |
|
Proposed Self Match | No | % match of selected Proposed Requirement against self-assessed profile |
Position | No | Person’s position (If applicable) |
Team | No | Person’s Team (If applicable) |
Show Endorsed Match Percent
If you are using the Endorsement features and wish to include columns for the Endorsed % match, then:
Tick the the Show Endorsed Match Percent box below Search
Update any of the Current, Future or Proposed Requirement selections in-situ
Select the link of the one you wish to change e.g.
To abandon the change use the Red abandon button
To update the selection choose a Requirement from the drop-down list. (The Tick button will change to Blue after a new selection)
Use the Tick button to save the change
Export
You can export all the current assignments to an Excel worksheet format, suitable for making off-line changes and then re-importing
Select the Export button
The file will be downloaded to a folder based on your browser configuration
You can then edit the file in preparation for Importing
Import
You are able to use Import to:
Download an Excel Template suitable for Importing (if required)
To Import a previously prepared Excel based Upload file (e.g. A previously Exported file or edited template file)
Download an Upload Template
Select the Import button
Select the Download Bulk Template button
The file will be downloaded to a folder based on your browser configuration
You can now populate the Template based on the Assignment requirements
Import a Prepared Upload file
The Upload file could either be from a template you have populated, or an Export file you have updated
Select the Import button
Select the Upload option you wish to do use
Update Only - will update any current assignments and insert any new ones. (The Persons Email address is used as the key)
Update and Remove - will remove all current assignments, and re-assign based on the Upload file
Use Select Files to start the dialogue to select the Upload file you wish to Import e.g.
Once you have selected a file and Files to upload is populated use Perform Upload to carry out the Import
The page will refresh to show the new assignment situation
Upload Template fields reference
Each row represents a a persons Requirement assignment for a person.
Mandatory | Column Name | Value | Comments |
|---|---|---|---|
| Email address | Email address of the person being assigned | |
| PersonName | Persons Name | Name of the Person being assigned |
| Position | Persons Position | Position of the person being assigned |
| Team | Team Name | Team name of the person being assigned, if available. |
| RequirementName | Requirement Name | The Name of the Requirement being assigned |
| RequirementReference |
| The Unique Reference of the Requirement being assigned Use None if you wish to have a previous Reference removed |
| Type (Current, Future or Proposed) |
| The Type of assignment, one of the 3 values per row i.e. If a person has a Requirement for each, it will entail that person being represented in the template with a row for each of the assignments etc. |
| SelfAssesed Match Percent | % | % match of the persons Self-Assesed profile against the Requirement |
| Endorsed Match Percent | % | % match of the persons Endorsed profile against the Requirement if available. |
Related Help pages