9. Manage Requirements

Owned by Graham Kennedy
Last updated: Feb 27, 2023
3 min read

Manage Requirements

If you have been Configured as an Admin, then you will not see a Manage Requirements Planner Menu tab. You should make use of your Admin Planner Menu tab and the Manage your Requirements task.

For managing a set of 1 or more Requirements (Jobs/Roles) that have been assigned to you

The list shows the Requirement Name and it’s Unique Reference

Viewing the Requirement

From the list of Requirements:

  1. Select the Requirement you wish to action

    1. It will open the Requirement in a new browser window (e.g.)

  2. You can view the Requirement details

    1. Use the Show Detail button to view the Requirements in expanded mode (i.e. against the full SFIA framework)

Editing the Generic Attributes or SFIA Skills

  1. Select the Edit Profile button (e.g.)

    1. It will Open the Requirements Generic Attributes and SFIA Skills in expanded mode

  2. Use the individual edit buttons at the end of the rows

    To make changes as required (e.g.)

  3. Use the Save Changes Button each time to save the individual changes

  4. It will track the number of changes you have made to individual skills

  5. Once you finished making all the needed changes:

    1. Use the Save button at the top to save all the changes and produce a new version of the Requirement

    2. You will receive brief prompt pop-ups to indicate the successful changes

On this page:

Editing the Requirement Details

To make changes to the Requirements Details & Notes shown below the Skills (e.g.)

  1. Select the Edit Button

  2. Make the Requirements Details changes as required

  3. Use the Save button to save them

    1. You will get a prompt pop-up message indicating the Requirement has been updated

    2. To cancel the changes use the Cancel button

You cannot change the Requirement Name

You can change the Unique reference, but do so with extreme caution, ensuring that it is indeed unique. If it is NOT unique, It will prompt you that the reference already exists. (e.g.). But will still make the change.

Editing the Notes

You can make changes to the Note section:

  1. Add new notes or change previous ones in free format

  2. Use the Save button to save the changes

    1. You will get a prompt pop-up indicating it has been updated

 

 

 

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