Add a worker to a competency

Adding workers to a competency means associating people to the competency who have the necessary qualification to perform a job. The names you associate will be available for selection when the work permit details are created. For example, for electrical competency, a list appears with the names of workers who have a valid electrical qualification.

If you have a lot of workers to add to a competency, use the multiple select procedure.

Guidelines

• Worker must have an active OSM user account.

• The competency has an expiration date.

• The default selected worker for a competency will be the applicant user, if applicant user is one of the associated workers. This applies only as long as the competency has not expired.

• If the applicant user is not attached to the competency or if the competency has expired, there is no default person selected.

Add worker to a competency

1. On the Main menu, double-click Competency.

   

   The Competency window opens.

   

2. On the Competency window, right-click a competency and click Add / Remove Workers on the context menu.

   

   The Add/Remove users vs competency window opens.

3. Click New to create a new row.

   

4. Enter the first few letters of a user's display name and press Tab or Enter to search for the user. For example: ja returns all users with display name that begin with ja. If multiple users are found, a lookup window displays for you to choose the correct user.

   To search for some letters that appear anywhere within the display name, precede the letters with a percentage (%) symbol. For example %ja will return all display names containing ja within the name.

   

5. Click Save on the main toolbar.

6. Close the Add/Remove users window.

   In the Competency window, the number in the No. of workers column is updated to reflect the added users.

   Note: Workers with an expired competency are not included in the count.