Competency Capabilities

CAPABILITIES

The Capabilities menu provides a list of the capabilities that have been set up within Lucidity Competency.

In the Capabilities page, administrators can:

• Add, edit, copy and view current, generic and archived capabilities

• Edit linked courses 

• Use a variety of filters in isolation or combined to select capabilities to view

• Export lists of capabilities to Excel in list format

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Adding a Capability

To add a new capability, from the Capability page:

1. Click 'Add New'

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2. Complete the fields (see table 'Definitions of Fields' below)
   The details captured for each capability may vary slightly between each system configuration. Fields marked with * are mandatory.

3. Click 'Save' to create the capability and return to the list

   Description of Fields

   There are a range of filters that can be used to classify each capability. These can assist when filtering or sorting capabilities, records and needs and can be edited via the Settings tab. 

Copying a Capability

If a new capability is required and a similar already exists, it may save time to copy a capability.

To copy an existing capability, from the Capabilities page:

1. Use filters to locate the capability to copy

2. Click 'Actions' to the far right of the capability

3. Click 'Copy'

4. In the new capability that opens, adjust the title and other details as required

5. Click 'Save'

Archiving Capabilities

Capabilities can be archived which means the capability cannot have new records added to it. 

To archive a capability, from the Capabilities page:

1. Use filters to locate the capability requiring archiving 

2. Click 'Actions' to the far right of the capability

3. Click 'Archive'

4. In the pop-up box that appears, select 'Archive'

5. Archived capabilities can then be viewed from the Archived Capabilities menu

6. To unarchive a capability, follow the same steps from the Archived Capabilities menu

Deleting a Capability

Capabilities can be deleted and all the records associated with that capability can be merged into another. This is useful when you have duplicate and/ or similar capability titles.

For example, 'Lightsaber 101' training may be exactly the same as 'Lightsaber 101 for Jedi's' training. To avoid confusion, it has been decided that 'Lightsaber 101 for Jedi's' is the correct title and should be the capability used. Therefore, 'Lightsaber 101' needs to be deleted.

From the Capabilities page:

1. Use filters to locate the capability requiring deletion (e.g. 'Lightsaber 101')

2. Click 'Actions' to the far right of the capability

3. Click 'Delete'

    

4. In the pop-up screen that appears, search for the capability that existing records need to be re-assigned to (e.g. 'Lightsaber 101 for Jedi's')

5. Click 'Delete and Reassign' to action

   Merging Capabilities

Reporting

To generate a report for a specific group of capabilities, from the Capabilities page:

1. Select the relevant filters

2. Click 'Excel Export' to generate this report into Excel

Editing a Linked Course

E-Learning created in Lucidity Induction that is linked to a capability can be edited directly from the Capability page.

To edit a course, from the Capabilities page:

1. Use filters to locate the capability with the linked course to edit

2. Click 'Actions' to the far right of the capability

3. Click 'Edit Course'

   1. Note the 'edit course' option till only be available where a linked eLearning exists for the capability

       

4. The course will open in a new page in Lucidity Induction. Refer to the Courses page in the Lucidity Induction user guide for more details on how to edit the course.