Competency - Create - Training Equivalence

In cases where a user cannot be validated 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 can be achieved through the completion of training.

When creating a competency, administrators can define equivalent training for the competency. When equivalent training is set for a competency, users can complete the equivalent training as a method of obtaining a target rating for the competency.

The following learning object (LO) types can be used as a competency equivalence:

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

By default, the maximum number of training equivalencies that can be 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 has completed one or more equivalent trainings for a single competency, then the system applies the highest equivalent rating when determining competency qualification.

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.

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.

Training Equivalence - Add

To add an equivalent training, click the Add Training Equivalencies link in the Training Equivalence section. Then, select the appropriate 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.

The LO title is displayed, and to the right of the LO title, the LO type is displayed in parentheses.

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.

Note: Updates to the Training Equivalence section do not trigger a new version of the competency.

Training Equivalence - 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 a status of Complete in order for the system to attribute the competency rating.

Note: Updates to the Training Equivalence section do not trigger a new version of the competency.

Training Equivalence - Delete

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

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.

Note: Updates to the Training Equivalence section do not trigger a new version of the competency.

Submit

Modifications to the Training Equivalence section (e.g., addition, deletion, and rating modifications) are not saved until the Submit button is clicked.

Considerations 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.
  • If a user has achieved a competency qualification for a role by completing a training equivalence, then 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.

Use Cases

An administrator at a manufacturing organization uses competencies as qualification requirements for their roles. Rather than conducting competency assessments or observation checklists, the organization uses training completion to acquire competency ratings for their users.