Understanding & Implementing Competencies

5. Creating a Competency Framework

5.1. Adding Competencies to a Framework/Editing Competencies

In the following example there are competencies already present in the frameworks. If you are not already here, navigate to Site Admin > Competencies > Competency frameworks. If you wish to make any name changes or alter any settings you entered during the creation process for the framework, click the Edit button beside each framework in the Actions column then from the dropdown click Edit.

In order to add or edit individual competencies in this framework click on the name of the competency framework. For new frameworks you will only see the name of the framework in the competencies area on the left hand side. To add competencies to a framework you must select the framework name on the left and click the Add competency button on the right hand panel.

As you start adding competencies you can create them at different levels by having parent and child competencies. To do this select a competency then by adding a new competency on the right hand panel the new one will sit below the selected one as a child competency.

When you click Add competency you will be taken to the following screen where you must provide key information for each competency.

It will automatically list the framework you are in alongside the parent competency that this new competency will sit within. You are able to click the pencil icon to choose a new parent competency from the list that appears if you want to change this.

When providing the name of the competency it is important to note that there is a character limit of 100. It is advisable to include a number/letter to identify which unit/module (if applicable) you are viewing competency for. You may wish to include the entire description of the competency as the name itself but this will depend on how long the competencies are.

One example could be to include the full names (limited to 100 characters) as the name field and description field. A 3 tiered example (parent and child competencies) can be found below.

  • UNIT 1 - THE HUMANISTIC APPROACH TO COUNSELLING
    • 1.Understand the key concepts of the person-centred approach to counselling
      • 1.1 Evaluate the key concepts of the person-centred approach to counselling
      • 1.2 Apply theory to practice

Another example (particularly if you have long competency names/descriptions) could be to use a similar approach for the names, as the descriptions themselves will hold the full competency descriptions.

  • UNIT 1
    • 1.0
      • 1.1
      • 1.2

You can see at a glance that the second method above may appear a little nondescript. This also leads us into providing each competency an ID. The ID provided for each competency must be unique across the entire platform. For example you may have several frameworks each with unit 1 so you can’t simply use the number 1 again.

Providing useful identifiers for competencies will help tutors understand what this competency is for/part of (once again very useful if you have the same competencies over multiple frameworks).

A popular idea is to use the unique course ID if your company uses these for your courses outside of the platform (e.g. X101, X102, X103 etc)

So for the example below (where full names have been used) you can see the ID’s in brackets in red to illustrate how these will always be unique across the entire platform.

  • UNIT 1 - THE HUMANISTIC APPROACH TO COUNSELLING (L4C - Unit 1)
    • 1. Understand the key concepts of the person-centred approach to counselling (L4C - 1.0)
      • 1.1 Evaluate the key concepts of the person-centred approach to counselling (L4C - 1.1)
      • 1.2 Apply theory to practice (L4C - 1.2)

As mentioned previously it’s important to provide easily identifiable names and IDs to help tutors understand what they’re rating competencies for.

You also have the ability to select a different scale for each competency if you wish to rate certain competencies differently to others within the same framework. The default setting for this is set to “Inherit from competency framework (default)”. When adding or editing a competency simply click “Save Changes” to confirm your changes.


Editing Competencies

Once you have started creating competencies you then may wish to make changes or amendments to these. In order to make changes to a competency simply select the competency from the left hand panel, then on the right hand panel click the Edit button at the upper right of this area. This will reveal a dropdown with the following options.

  • Edit - Clicking this will allow you to make changes to the name, description and ID. You will be unable to change the scale if users have been rated against this competency.
  • Relocate - Allows you move the competency within the framework.
  • Delete - Allows you to delete the competency from the framework.
  • Move up - Moves the selected framework upwards in the list but will not move the competency out of the parent competency.
  • Move down - Moves the selected framework downwards in the list but will not move the competency out of the parent competency.
  • Linked courses - A window will appear showing you the courses where this competency has been linked. Clicking a link will take you to the corresponding course.
  • Add cross-referenced competency - Allows you to cross-reference competencies to show which are related to one another. There is no additional mechanism here, simply a way to identify related competencies.
  • Competency rule - Here you have the ability to create rules to trigger automatic actions such as auto completion based on certain criteria for child competencies. When selecting this option you are asked for an Outcome and When. Please note that when adding a new competency it will warn you that the rule set will be removed and must be re-added if desired.

The options available are as follows:

  • Attach an evidence - Adds a text evidence note against the competency with the date/time but the status or rating does not alter.
  • Mark as complete - This outcome means the parent competency will be marked with the default status for this scale. Be warned this may not be a value that is “proficient”.
  • Recommend the competency - This outcome changes the status of the competency to “Waiting for review”, indicating to a tutor that the competency needs to be reviewed/rated. If you are using the learning blocks for notifications, a notification will appear here for this due to the status change of the competency.

You must then select a value for “When”.

  • All children are complete - When all child competencies are completed.
  • Points required are met - Points give you the possibility to add weight to child competencies towards completing the parent one (Some may be more important competencies). In the following example the competency will be marked as complete when 5 points are achieved. The different child competencies have been given different weights (values) to express a difference in their importance alongside 2 of the child competencies being required.

Using these rules competencies can automatically be marked as complete based on their child competencies and the criteria that you set for them.