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Manage Requirements (Jobs/Roles etc)

Used to manage “The Skills We Need”, the Requirements Jobs/Roles etc

Before setting up your first set of Requirements, we do suggest that planning is conducted on:

  • How you intend to Title your Requirements to ensure Titles are unique. This helps prevent confusion when looking at a list of Requirements and assigning them to people

  • How you intend to Reference Requirements with a Unique Reference which is also required to be unique. The Reference is used specifically when using the Export/Import functionality

A standardized method for both of them can help prevent confusion and mistakes in the future

Filtering List (Search)

You are able to filter the list/s by typing relevant text in the Search field. The list will be filtered based on your search criteria.

  1. Type relevant search text for the required list

  2. Use the Clear buttons to clear the types searched criteria

Refresh list/s content

After making changes, some of those changes may not yet appear in the lists, you can Refresh the screen

  1. Use the Refresh button for the relevant search criteria

View/Edit Meta Data

Select the Action Icon

  1. View the Data

  2. Use Close to close the Meta data window

  3. To edit the data use the Edit button

  4. Any of the Meta Data fields can be changed by an Administrator:

    • Name & Unique Reference: Caution if changing Name & Unique Reference, as they need to be unique

    • Owner: You can select a person to become the Owner of that Requirement, giving them exclusive rights to edit the Requirement

    • Who can see: Select as appropriate

    • Inactive: Select as appropriate

    • Reporting to: Free format text, usually the name of a Team Leader or Manager (Not validated)

    • Seniority: Select appropriate seniority

    • Employment Status: Select appropriate status

    • Department: Free format text, usually the name of a Department/Team (Not Validated)

    • Location: Free format text, usually a City or Office location (Not Validated)

  5. Press Save to save changes made

    • Use Cancel and then Close to abandon the changes

On this page:

List Table

Column Name

Description

Action

There are a set of actions you can conduct via the Action cell:

    • Display/Edit the Requirement Meta Data

    • Show/Edit the Requirement. If an Owner has been appointed to manage the Requirement, then ONLY the Owner will have the access to edit the Requirement. If no specific Owner has been assigned, then there will be an option to Edit a Requirement

    • Use to create a copy of the Requirement to add to the list

    • Use to Delete a Requirement.

Only Requirements that are NOT currently assigned to someone are able to be deleted.

Name

The Name (Title) of the Requirement

Reference

The Unique Reference for the Requirement

Owner

The name of a person who has been assigned as the Owner of the Requirement. Only this person is able to Edit the Requirement.

Who can see

Either one of:

  • Nobody - No one is able to see the Requirement for assignment via their Planner

  • Employee Only - Only Employees are able to see and assign the Requirement to themselves depending on the Workspace settings

  • Candidate Only - Only Candidates able to see and assign the Requirement to themselves

  • Candidates and Employees - Both Employees and candidates are able to see and assign the Requirement to themselves depending on the Workspace settings

Inactive

Either:

  • Active - Able to be assigned and viewed by People depending on the Workspace Settings

  • InActive - Unable to be assigned to or seen by anyone

The fields above can be changed via an edit of the Meta Data by any Administrator

Requirement Import Queue Table

Column Name

Description

FileName

The name of the File that was selected for an Import

Status

The status of the Import.

  • Pending - Still being processed

  • Completed - Import complete

Imported On

Date/Time stamp of the import

Status Message

  • Imported - Imported successfully

  • Not Imported - Import failed

Download

A download link to the file that was Imported

Message

Information regarding the Import. e.g How many Requirements uploaded or reason for a failure to import

Show/Edit Requirement

If a Requirement has an Owner assigned, only they will have access to Edit a Requirement

Select the Edit Action Icon

  1. View the Requirement e.g.

    1. Note: Will open in a separate browser window

  2. Use the Show Details button if you wish to view the Requirement against the full SFIA framework

  3. To edit the Requirement SFIA Generic Attributes/Skills use the Edit Profile button (If it is showing)

    1. To exit the Edit without changes use the Cancel button

  4. Use the edit Icon at the end of the rows to edit that particular Attribute/Skill (e.g.)

    2. After making your required selection use Save Changes for each to save the change

    3. Or use Close to abandon the changes

    4. Complete all the required changes as per above

    5. The number of changes is tracked at the top

    6. Use the top Save button to save all the Attribute/Skill changes

    7. Or Cancel to abandon all changes

  5. To change any of the Requirement Details use the Edit Button

  6. Make the required changes

  7. Once completed use the Save button to save or Cancel to abandon the edit

  8. You are also able to Edit the Notes (Free format)

  9. Use the Save button to save any Note changes

if changing the Requirement Name (Title) or Unique Reference, keep in mind they do both need to be unique

Copy a Requirement

Select the Copy Action Icon

  1. Provide a New Name (unique) name to copy to

  2. Provide a New Unique Reference

  3. Choose whether to copy any SkillsTX style skill Attributes assigned to the originating Requirement

    • Copy Attributes (Default)

    • Don’t Copy Attributes

  4. Press the Save button to initiate the copy

    1. Note: Save will only become active after completing the form properly

    2. You can use Cancel to abandon the copy

  5. After the copy has completed you will probably want to edit the new Requirement

Delete a Requirement

Select the Delete Action Icon

  1. Answer the Prompt as required:

    1. OK to permanently delete the Requirement

    2. Cancel to abandon the Delete

Related Help pages

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