Assign competencies to organisations

Once you have set up organisations you can assign competencies to them.

1. Go to Quick-access menu > Organisations.
2. Click Manage organisations.
3. Click the name of the organisation framework you wish to work in.
4. Click the name of the organisation item you want to assign competencies to.
5. Click Assign competencies.
6. If you have more than one competency framework, select the framework from the dropdown menu and click the name of the competency.
7. The selected competencies appear in the Current selection list on the right, repeat step 4 until you have selected all the required competencies. Use the Delete button to remove a selected competency from the list.
8. Click Save to save the selected competencies.
9. Set the Link type. This affects whether the competency is mandatory or optional. 
10. You can remove a selected competency by clicking Delete.
11. Click Return to organisation framework when finished.

Competencies assigned to an organisation can have two states:

• Mandatory: Must be completed by the learner. When mandatory competencies (and any linked courses) are automatically pulled into a learning plan the learner is not able to delete them.
• Optional: Suggested competencies to help the learner in their role. When optional competencies (and any linked courses) are automatically pulled into a learning plan the learner is able to delete them. This is the default when assigning competencies. 

When the learning plan template is set to ‘automatically assign competencies from organisation’, competencies assigned to a learner’s organisation automatically appear in their learning plan when they create one.