Competency assignments allow you to assign competencies (from your existing competency frameworks) to users or groups of users (e.g. audiences, organisations etc.) and manage those assignments.
Before you create any competency assignments you will first need to ensure you have created some competencies on your site.
Users must have the totara/competency:manage_assignments and moodle/user:viewdetails capabilities to view the Competency assignments page.
When assigning competencies by position or organisation users require the totara/hierarchy:viewposition or totara/hierarchy:vieworganisation respectively.
To assign competencies to audiences users will need either the moodle/cohort:view or moodle/cohort:manage capability. Only system-level audiences can be assigned competencies (not audiences within categories).
Depending on how a competency is assigned it will have a different assignment type. The three assignment types are:
The Currently assigned user report utilises the report builder tool in Totara, allowing you to customise the report to best suit your needs. It shows you each competency assignment in the system, allowing you to look at competency assignments in detail. For each competency assignment you can see:
This report details every single assignment to a competency, whereas the mini-report you see on the Competency assignment page only shows the Competency assignment groups, rather than showing the impact on each user (unless the assignment type was to an individual). This also means that you can see duplicate assignments, if someone has been assigned to the same competency multiple times through different methods (for example once via their position and then again via their membership of a particular audience).
To view the Currently assigned users embedded report users need to have the totara/competency:manage_assignments (or totara/competency:view_assignments) and moodle/user:viewdetails capabilities.
When viewing the list of competency assignments you will see icons alongside each assignment. These allow you to activate (), archive () and delete () assignments, depending on their current status. You can also perform these actions on multiple competency assignments using the bulk action dropdown menu.
Users managing competency assignments need to have the totara/competency:manage_assignments and moodle/user:viewdetails capabilities.
You can filter competency assignments to drill-down and display only the assignments you are currently interested in seeing.
There are a number of ways you can filter competency assignments:
You can perform the same action on multiple competency assignments using the Bulk action dropdown menu.
The Totara Academy has a whole course dedicated to using Competencies in Totara Perform. Here you can learn more on how to use competencies, see best practice, and give it a go yourself.
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