Competency - Create/Edit Training Equivalence

Use the Competency Bank to create or edit training equivalencies.

If it is not possible to validate a user for a competency, a user can receive a competency target rating by completing an equivalent learning object (LO). This is particularly useful in role qualification, as competency qualification requirements are achieved through the completion of training.

When creating a competency, administrators define equivalent training for the competency. The following learning object (LO) types are used as a competency equivalence:

  • Online Class
  • Event
  • Quick Course
  • Curriculum
  • Library
  • Test
  • Material
  • Video

By default, the maximum number of training equivalencies associated with a competency is 5. A backend setting can be enabled to increase the limit to 50. When this backend setting is enabled, the following limitations are applied to Role Requirements and the Skills Matrix page:

  • Role Requirements - A maximum of 40 total requirements (competency and training) can be added to a role. When the backend setting is disabled, the maximum is 100.
  • Skills Matrix page - A maximum of 25 users can be displayed on the Skills Matrix page. When the backend setting is disabled, the maximum is 100.

If a user completed one or more equivalent trainings for a single competency, then the system applies the highest equivalent rating when determining competency qualification.

Note: The Training Equivalence section is available to all organizations using the Performance and Learning modules. Organizations that are not using the Learning module do not have access to this section.

To add equivalent training to a competency, go to Admin > Tools > Performance Management > Competency Bank. Then, either click the Create New Competency link to create a new competency, or click the Edit icon for an existing competency to edit the competency.

Create/Edit Training Equivalence

To create/edit training equivalence:

  1. Select one of the following options:
    • To create a new competency and add a training equivalence, select Create New Competency. Adding training equivalence is part of this process. See Competency - Create/Edit.
    • To add or edit training equivalence to an existing competency, select the edit icon for the appropriate competency.
  2. Click the Add Training Equivalencies link in the Training Equivalence section.
  3. Select the appropriate training types (LOs) from the Select Training pop-up. Note: All LOs are available to the administrator when selecting equivalencies, regardless of the training availability. The selected LOs appear in the Training Equivalence section.
  4. Enter a title or keyword and click Search. If you do not enter a title or keyword, all titles display in the search results.
  5. In the search results, click the add icon for the titles you want to include as training equivalence. All selected titles move to the top of the Select Training pop-up.
  6. Select Done after you select all of the necessary titles. You are returned to the Define Competency page. The LO title is displayed, and to the right of the LO title, the LO type is displayed in parentheses.

Equivalent Rating


In the Equivalent Rating field, enter the percentage of the maximum available rating that is applied to the competency if the corresponding equivalent training is completed. This field accepts up to three numeric characters. Values greater than 100 are not accepted. The LO must be in Complete status for the system to attribute the competency rating.

Delete Training Equivalence

To delete a training equivalence, click the Delete icon to the left of the appropriate LO in the Training Equivalence section.


Click Submit to save this page.

Rules for Role Qualification

  • Adding or removing a training equivalence automatically adds or removes the equivalent competency rating for all users with the competency. As this pertains to role qualification, the addition or removal of a training equivalence can cause a user to be qualified or unqualified for a role.
  • Updates to the Training Equivalence section do not trigger a new version of the competency.
  • If a user achieved a competency qualification for a role by completing a training equivalence, the competency qualification is not removed if the user receives a rating from an assessment or checklist that does not meet the target threshold for the role.
  • If a training equivalence is completed outside of the role qualification window, the user receives the competency target rating, but the rating does not count towards role qualification.