Roles are containers that are assigned to Workers, and hold one or more Competencies that the Worker is expected to hold when assigned the Role.

Roles can reflect a real-world position (e.g., Electrician, Team Leader), or simply a collection of skills needed to perform a job safely and effectively.

A Role is Valid only while all of its required competencies are current.

If any competency expires, the Role immediately becomes Invalid.
The Worker must renew or re-achieve the expired competencies to restore the Role’s validity.

Role Components

Once created a Role has two components that can be configured and edited:

Name

Purpose

Description

(Optional) The description field can be used to include information about the Role and can be updated by selecting the Edit option.

Competencies

Competencies are the core component of the Role and are activities used to determine the validity of the Role. All required Competencies must be achieved and Valid for the Worker to maintain Role Validity.

Creating a new Role

Skills

Skills Configuration

Expand the Skills menu, then select Skills Configuration.
Select +New within the Role Based Learning menu.
Name your new Role, provide a description and add an image if required, then select Create.

Populate the Role with Competencies

Expand the Skills menu, then select Skills Configuration.
Search for then select the Role from within the Roles list.
Select Add to search for an existing Competency, then locate the Competency then select Add Competency.
If creating a new Competency, select + Create New, add a name and code for the Competency then select Create to create the Competency or Create + View if you would like to configure the Competency.

Tip: A Role can be created as a shell or placeholder without any content being added at the time of creation.

Updating a Role

Occasionally a Role may need to be updated to include new information, additional Competencies or changes.

To update the Name or Description, navigate to the Roles section within Skills, select the Role and then select Edit Role in the top right of the screen. Once you have made the required changes simply select Save.

To add Competencies, navigate to the Roles section within Skills, select the Role then select Add to add an existing Competency to the Role, or +Create to create a new Competency to be included.

An existing Competency within a Role can be updated by selecting the … icon to the right of the Competency and selecting Edit to make changes to the Competency or Remove to remove the Competency from the Role.
Skills Edit competency relationship.png

Competency Obligation

Roles are created by Managers or Administrators and then assigned to workers, with each Role containing a set of Competencies that are either mandatory or additional.

For example, a firefighter in one region may need additional training that others do not.

The obligation to complete a Competency is dictated by the Competencies status as Mandatory or Additional.

To handle this, competencies within a role can be set as:

Mandatory – required for all workers in the role.
Additional – optional by default, but can be set to Required (making them function like mandatory) after applying the Role to a Worker, or be left as Ignored.

Marking a Competency as additional: