11. Manage SFIA Credentials and Reports

Manage SFIA Credentials and Reports

This functionality is for managing the requests for, skill assessments/certification and Digital Badge issuing by accredited SFIA skill assessors.

This functionality will only apply if:

You have purchased skill assessment/certification Credits via SkillsTX.
1. Note1: To purchase credits contact certify@skillstx.com or your SkillsTX relationship manager
2. Note2: Fees apply as below
The functionality has been made available to your organization by SkillsTX
The Manage/Features option:
- Allow users to request skill certification (fees apply) has been set to Yes

Fees:

To SkillsTX for processing, Assessment and cost of badges (we pay both Assessors and badge issuers)
1 Credit = 1 User Certify Request for up to 6 skills to be assessed
Please contact certify@skillstx.com or your SkillsTX relationship manager for the latest pricing
- Pricing at the time this was published. 10 Credits = US$4350

Note: Using our platform in this manner is more cost effective than individual requests for certification via our standard website interface.

The Reject icons will only appear if you have been granted Admin access to do Rejections

It shows the current information regarding the number of available Credits and the status of the people who have requested assessment and certification.

Column visibility and 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

This Admin interface is for SFIA Assessors, who are responsible for assessing individuals, following a Request for “Certify skills” submitted by a User. This will allow the Assessor to assess the individual and any information they provide (often through an assessment interview) and select the skill and level they deem that the person has demonstrated and submit it for issuing an accreditation Badge of the appropriate type. Badges will be issued via the scheme owner’s badging platform (for example, Credly).

Note: It also provides the ability for Certify Requests to be rejected by anyone who has been granted Admin access to do rejections.

Credit Limits (and warning messaging)

While you have 16 or more Certify Credits available the message at the top of the page will indicate. e.g.
- You have 16 certify credits available
For 9 or fewer Certify Credits available the message will change to a low credit warning. e.g.
Once you have consumed all current Certify Credits, the warning message will change to:
- And the Certify Skills button will no longer be available to Users until more credits have been purchased etc

On this page:

1 Manage SFIA Credentials and Reports
2 Column visibility and Search/Filtering
3 Credit Limits (and warning messaging)
4 Credentials Table description
5 Assigned to Me
6 Generate Reports
7 Rejecting a Certify for an individual
8 Assigning an Assessor
9 Approving and Certifying an individual
10 Related Help pages

Column Name	Options	Description
S	Selection Only if a report is available	To select SelfAssessed Profile Report.
E	Selection Only if a report is available	To select Endorsed Profile Report.
A	Selection Only if a report is available	To select Action Plan Report.
Action	Blank	Blank - Either the person has already been assessed and the person assessed, or the person logged in is not the assessor assigned to that person Certify Icon - will show if the person logged in has been assigned to that person, they have still to be certified. The icon can be selected to begin the certification process Reject Icon - will show if the person logged in has been granted Reject access. The Icon can be selected to begin the rejection process
Request submitted	Date of the submission request	Date
Status	Not Assessed Assessed	Status of the certification. Changed to Assessed once assessment is completed and badges issued.
Assessor Name	Selection From a list of Assessors	Used to select an assessor from the list while still in the Not Assessed Status Displays the name of the assessor who last certified the person when Status = Assessed
Last Assessed Date	Date of the latest assessment/certification for that person	Date

Assigned to Me

When Assigned to me is selected, it will only show people that have been assigned to the person logged in

Show all will return you to the full list

Generate Reports

When Generate Reports is selected it provides the ability for the logged in Admin person to generate reports for the people that have submitted Evidence for certification. Thereby providing the information that may be necessary as part of the certification process.

Note: The button becomes inactive and OK and Cancel buttons appears
Use the S,E,A header selections to select/deselect All available Reports. (Hover over the column Header for a description)
1. Warning: if the header selector is used, it selects/deselects the reports of everyone in the table NOT just the current page
Ensure you have selected the required Reports only
Press the OK button (or Cancel to exit Reporting mode)
Unzip etc to extract the required reports and Save as required

Rejecting a Certify for an individual

A certify for an individual can be Rejected by anyone who has been granted Admin Reject access.

To carry out a rejection:

Select the Icon associated with the person wishing to be certified
You will be asked to confirm the rejection from a confirmation pop-up
- Click Ok to continue with the rejection - The certify request will then be removed from the system AND the Certify Credit will be returned to the pool.
- Click Cancel if you wish to cancel the rejection.

Assigning an Assessor

In order to assign someone as a Assessor you must have been granted the access to do so.

Select the Assessor Name field of the person you wish to have an Assessor assigned to
1. The Blue Tick selection will only become Active if the Person IS eligible
Use the Blue Tick icon selection to select the person (Or you can select the Red icon to exit the selection)
The Assessor Name field will be populated
A Certify Action icon will appear (If the person Logged in is the Named Assessor only)
The named Assessor will now be able to Assess and certify the persons Evidence request

Approving and Certifying an individual

If you have been assigned as the named Assessor then you will see the Certify Icon in the Action column against the people you have been assigned to.

A good idea is to use the Assigned to me button to filter the table
You select the Certify Icon for the person you intend to assess and certify
This will show the Select or edit skills for issuing badges page for the person in a new browser window
- Note: You can use the Show All button at this stage if you wish to edit more skills for evidence than the ones requested
Use the Edit button of the skill to be addressed to edit the skill
For the Skill Level you wish to add their assessed competency level, select the competency level you wish to assign from:
- None
- Knowledge
- Proficient
- Competent
Press Save Changes to Save your selection
Once you have completed all the changes required press Save to save all the changes, and you will get a notification once they have been saved
And you will now be able to issue the badges
Press Submit for Badges
You will need to confirm your SFIA credentials to proceed with the badge being issued by pressing OK (or Cancel to abandon the action).
There may be some delays while it is processing the request/s, (usually due to interfaces with the issuing organization), and eventually you should get the following confirmation:
You can close the Edit screen and return the the Admin page, where the Status of the assessment/certification will be changed to Assessed displayed for that person
An Email notification will be sent to the person informing them of the badge submission
An Email will also be sent to the SkillsTX Certify group informing them of the badge submission
You may now wish to assess/certify additional people in the same session