Competency Experience Improvements

Prior to this enhancement, some actions related to in-progress observation checklists and competency assessment tasks could be taken safely without causing issues for users.

With this enhancement, additional actions are now available for in-progress observation checklists and assessments.

Modify "Show Assessee/Manager Results from" for In-progress Competency Assessment Tasks

Administrators can now modify the Show Assessee/Manager Results from settings for in-progress competency assessment tasks.

To access Competency Task Administration, go to Admin > Tools > Performance Management > Competency Assessment Tasks.

Delete Certain LO-Based Observation Checklists

When viewing the details of a LO-based (Learning Object) observation checklist, administrators can now delete an assignment for a user when the following criteria is met:

  • The LO checklist is not in a completed status.
  • The LO checklist was assigned to the user through a curriculum or certification that no longer has the checklist as part of the structure.
  • The LO checklist was assigned to the user through a curriculum or certification that was removed from the user and no longer has the checklist as part of the structure.
  • The user does not have the same checklist as part of multiple curricula or certifications.

To view the details of an observation checklist, go to Admin > Tools > Performance Management > Observation Checklists. Then, click the View Details icon in the Options column next to the checklist.

Implementation

This functionality is automatically enabled for all organizations using competencies and LO-based observation checklists.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Competency Assessment Task Administration Grants ability to create/assign competency assessment tasks and manage activity within those tasks. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Performance - Administration
Observation Checklist Admin - Manage Grants access to create and edit Observation Checklists, as well as view progress of users assigned to a given checklist and/or remove users from a checklist. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration
Observation Checklist Admin - View Grants access to view observation checklists. This permission also enables user to see progress of all users assigned to a given checklist. This is an administrator permission. Performance - Administration