Competencies
What this page is
Competencies is used to manage workforce competency records, status, and compliance visibility.
Who uses it
- Supervisors
- Compliance/admin staff
- Team leaders tracking readiness
When to use it
- During onboarding and role changes
- When reviewing competency expiry/compliance status
- Before assigning workers to specific tasks
What this page is for
Use this page to confirm workers have the right competencies for assigned work and to keep records current.
Main actions
- View competency records
- Check status and expiry
- Update competency information where permitted
- Monitor compliance readiness
Step-by-step (common workflow)
- Open Competencies.
- Find the worker or competency type.
- Review current status and expiry.
- Update or request updates as needed.
- Confirm readiness before assignment.
Connections
This page directly affects:
- Project/task eligibility
- Approval and compliance workflows
- Team planning decisions
- Audit and reporting records
Common mistakes
- Assigning workers before checking competency status
- Missing expiry follow-up actions
- Updating records without supporting evidence
Quick tips
- Check competency status before high-risk tasks.
- Monitor upcoming expiries weekly.
- Keep records complete and verifiable.