How to review a submitted competency
Once someone has added competencies for themselves or others within their company, the licensing company will be notified. An email will be sent to all individuals within the licensing company who have the "Can assign and review company Competency Requirements" permission.
The person from the licensing company can access the project settings to immediately view the status of each company involved in the project.
The statuses are as follows:
Reviewed & Approved (green checkmark)
Reviewed & Rejected (red cross)
No checkmark (grey), indicating that it has not yet been reviewed
The person from the licensing company will then need to review the uploaded competency details.
At the licence level, click System Settings
Click Companies
Click Manage Competency next to the desired company
Click Review for Approval
You can see which competencies have been uploaded (black dot icon) and which have not (- icon)
Click either "Reject" or "Approve" to finalize your review of the competency details. In this example, we will click 'Approve'
The company will see a green 'Manage Competencies' box when they log in.
This indicates that one or more of the uploaded competencies have been approved, though some competencies may still be pending.
Once a company’s competencies are approved (whether at the license level or for a specific project), they remain approved for all projects unless qualifications expire or competency requirements for the company change.
Download a competency report
At the licence level, click System Settings
Click Companies
Click Manage Competency next to the desired company
Click Download Competency Report
This provides a summary of competencies for all individuals in the company
Notifications
Emails will be sent in the following situations:
Qualification Expired
The person whose qualification has expired
Office admins from the person's company
Competency reviewers (licensed company personnel with permission to manage competencies)
Competency Requirements Updated
Office admins (or all company members if no office admin is designated)
Competency Details Updated
Competency reviewers
Notes:
Only licensees with permission to review competencies will receive notifications about updated competency details.
The following individuals are automatically subscribed to competency notifications:
Anyone who assigns competency requirements (to trades/companies at the license or project level)
Anyone who updates a company’s competency approval status
Individuals whose competency details are being submitted
People designated as Office Admin
Other licensees with permission to review company competencies can opt in to receive competency notifications through their account profile or the company settings list.
If no Office Admin is selected:
Notifications are sent to everyone in the company at the license level.
Notifications are sent to everyone involved in the project at the project level.
All recipients of competency notifications may unsubscribe from any or all notification topics.