06. Create checklist

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Go to the Competence tab and click Create checklist.

• Fill in the form:
  1. Fill in name. This field is mandatory. You must enter the checklist's name in all languages used on the portal.
  2. Fill in an optional description.

You now have two options:

1. Click Save to manually configure the new item.
2. Click Start wizard to go through a wizard to configure the item.

The wizard for creating a new competence

The wizard shows you the possible settings and actions for creating the role, and consists of the following optional steps (you can skip the steps you do not wish to complete by clicking "Next"):

1. Details: Fill out the form with type, name and description. This is already done when you start the wizard, so you go directly to step 2:
2. Categories: Select the categories you would like to add. You can also choose not to add any by not selecting any
3. Properties: Select the properties you want to include.
   1. Repetition interval: Select None or Use refresher intervals. Set number of months for repetition.
   2. Approval policy:
      1. Employee must sign
      2. Assessor must approve
      3. Employee must sign and assessor must approve
4. Notifications: Select the type of notifications you want to create for the competence. Read more about notifications here.
5. Define where to use the competence: You can define the competence type to be a requirement for competence groups and roles. Read more about this here.
6. Click Finish to create the competence type and go to the competence overview page.
7. Go to the users tab. There you can add Users and Assessors.
8. Go to the Checklist tab. You can add descriptions of each checklist item. You can add / remove the checklist alternatives by clicking on the "Add new item" or the delete button.

If you have questions about checklists, or want to buy this functionality, please contact support at support@trainingportal.no or call us at +47 24 15 55 55.