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competency_entry [2017/03/14 14:57] steveclarke |
competency_entry [2017/03/20 13:54] (current) steveclarke [Competency Entry] |
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| The Competency Entry tool is used to create and maintain Competencies which can be added to Items. Competencies are a hierarchical (tree-like) set of values. Competencies are usually used to logically categorize Items. Competencies can then be used as a field value to filter Items to those linked to a specific Competency. | The Competency Entry tool is used to create and maintain Competencies which can be added to Items. Competencies are a hierarchical (tree-like) set of values. Competencies are usually used to logically categorize Items. Competencies can then be used as a field value to filter Items to those linked to a specific Competency. | ||
| - | The Competency Entry tool is made up of a search filter (which allows the user to filter to specific competencies), a selection tree (for selecting, adding and expiring Competencies) and an edit panel for maintaining the selected competency. | + | The Competency Entry tool is made up of a search filter (which allows the user to filter to specific competencies), a selection tree (for selecting, adding and expiring Competencies) and an edit panel for maintaining the selected competency. Click for more on [[general_navigation_tree|Tree controls]]. |
| Authorised users may create, modify or expire Competency records. Note: you may not expire a Competency if it is in use (linked to an Item). | Authorised users may create, modify or expire Competency records. Note: you may not expire a Competency if it is in use (linked to an Item). | ||
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| === Search Filter === | === Search Filter === | ||
| - | FIXME write about competency Search filter | + | The Competency filter consists of three radio buttons that control they type of search. Selecting Competency ID, Title or External ID makes the filter search for Competencies that have partial matched on the Competency ID, Title or External ID respectively. |
| {{:competencyentrysearchfilter.png?600|}} | {{:competencyentrysearchfilter.png?600|}} | ||
| + | |||
| + | A filtering search is done by: | ||
| + | * Selecting the Search type using the radio buttons | ||
| + | * Typing the text to be searched for in the //Search// box. Note: as you type, the //Search// box displays values to select from. | ||
| + | * Clicking the search (magnifying glass) button. | ||
| + | |||
| + | {{:competencyentrysearchfiltersearch.png?600|}} | ||
| ==== Competency Tree ==== | ==== Competency Tree ==== | ||
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| === Expire Competency === | === Expire Competency === | ||
| - | Expiring a Competency sets its Expiry Date to today. This means by default it will not show up in the Competency Entry tool (unless Include Expired Records is checked). It also means it will not show up in the Item Entry tool Competency selectors. FIXME link | + | Expiring a Competency sets its Expiry Date to today. This means by default it will not show up in the Competency Entry tool (unless Include Expired Records is checked). It also means it will not show up in the [[Item_entry|Item Entry]] tool Competency selectors. |
| Expiring a Competency also Expires all the child Competencies underneath the Expired competency. | Expiring a Competency also Expires all the child Competencies underneath the Expired competency. | ||
