Working in the Administrator View

Documents are created to group and print Standards into various useful outputs

Create a new Document using the Administration Tools panel in the Standards Module. All Documents consist of four parts.

Set-Up Title and additional information you would like to include with your document. The additional information fields available depend on which document you are working with. For example, a Job Description document contains places to enter Location, Purpose, Responsibilities, etc.

Use your document as a Template by checking the Template checkbox under the Settings tab. Template documents are locked on the portal. They may be duplicated, but not modified.

Attach Competencies Attach Competencies to your document on the Competencies panel. You may include some or all competencies in a particulare area. If you choose to attach only some, the parent area for those competencies will still print on the Document as a header. In order for competencies to show on the outline screen, you must follow the convention: FRAMEWORK, then Area Asset, then Competency.

Relate other Documents Attach a pre-selected group of competencies by relating an existing Document. All the competencies from the related document will now be attached to the current document.

Download Output and print a copy of your document using hte Download button in the Setup section.

FAQ Why can't I relate a NOS or Job Description to one I'm creating?

In order to relate a document 2 conditions must be met:

• The Document you are editing must not be a template (Settings tab)

• You must have been assigned permission to the Standards/Documents module. If you do not have this permission, please contact your administrator.