Create and Maintain Skillsets

A new skillset can be created at the division or company level. A skillset is a curriculum item that facilitates curriculum management by grouping training items together.

The minimum permission needed to perform this task is Division Admin.

How to Create a Skillset

Follow the detail steps below to create a new skillset.

Step	Action
1	Select Curriculum > Skillsets > (Organization Level, if shown) from the system menu.
2	If you have access to multiple divisions or companies, select the division or company where you want to create the skillset.
3	Select .
4	Enter the skillset Title and skillset Code. Important: Follow the naming conventions for skillsets in the division where you are creating the skillset.
5	If you are at company level and creating a skillset for a division, select the Division from the drop down list.
6	Enter the optional fields of Description, Key Words and Notes, if desired.
7	Check View Public if this skillset is going to be shared between divisions (not common).
8	Check Automatically assign to new & transferred peopleif you want this skillset assigned automatically to any new or transferred people with a due date of one month from the date people are added to the division. Upon saving, Frontline will append "Div: " as prefix to this skillset, for easy identification of such skillsets.
9	Select . Result: The new skillset is added to the selected company and division.
10	Add Training Items to the Skillset.

How to Add Training Items to a Skillset

Training items can be added to a skillset at the division or company level. Before you can add a training item to a skillset, the skillset must exist. Create a Skillset, if one does not already exist. When you add a training item to a skillset that is already in a learner's curriculum, that training item is immediately added to the learner's assignments.

The minimum permission needed to perform this task is Division Admin.

Procedure 1 - Add One or More Training Items to One Skillset

Step	Action
1	Select Curriculum > Skillsets > (Organization level, if shown) from the system menu.
2	If you have access to multiple divisions or companies, select the division or company where the skillset is located.
3	Find the skillset to which you want to add training items as components.
4	Select the Components tab. Result: The existing training item components of the skillset are shown, if any.
5	Select .
6	Select either the Division where you want to search (if you are at company level), or click Company Library or Public Library to search the libraries. Enter the Training Item title, Item Code, Item Type, Competency Type and/or Subject Area as search criteria. You may use % as a wildcard.
7	Select . Result: A list of training items matching the search criteria is displayed.
8	Select the box next to the training items you wish to select.
9	A default Due Date of one month in the future is selected on the left. Complete fields Retest Period, Period Due from Assignment, and Enforce, if desired. If the training item selected is optional, uncheck Mandatory. Important: These field values apply to all the training item(s) selected in step 8. They are critical in managing learners' curriculums. If you selected more than one training item, and want different values for the selected training items, do not enter any values here. An alternate method is shown in steps 11 - 12 below.
10	Select . Result: The training item(s) are added as components of the selected skillset.
11	If you want to see all the training items that are in the selected skillset in a table view, select Change. This also allows you to add or edit the values entered in step 9. Result: All training items that are components of the skillset are displayed.
12	Add or change Due Date, Retest Period, Period Due from Assignment or Enforce. If some training items are optional uncheck Mandatory. Select .

Procedure 2 - Add One Training Item to Multiple Skillsets

This procedure is a very convenient method to assign a new training item to learners as soon as you have created it:

Step	Action
1	Select Curriculum > Training Items > (Organization level, if shown) from the system menu.
2	If you have access to multiple divisions or companies, select the division or company where the training item is located.
3	Find the training item that you wish to add to skillsets as a component. If you have just created a new training item, you may already be on the desired training item.
4	Select the Skillsets tab. Result: The skillsets that currently contain the training item as a component are shown, if any.
5	Select .
6	Enter the Skillset title and/or Skillset Code as search criteria. You may use % as a wildcard. Select the Division where you want to search (if at company level).
7	Select . Result: A list of skillsets matching the search criteria is displayed.
8	Click the box next to the skillsets you wish to select.
9	A default Due Date of one month in the future is selected on the left. Complete fields Retest Period, Period Due from Assignment, and Enforce, if desired. If this is an optional training item, uncheck Mandatory. Important: These fields apply to all the skillset(s) selected in Step 8. They are critical in managing learners' curriculums. If you selected more than one skillset, and want different values for the selected skillsets, do not enter any values here. An alternate method is shown in steps 11 - 12 below.
10	Select . Result: The training item is added to the selected skillsets as a component.
11	If you want to see a list of all the skillsets that contain the training item in a table view, click Change. This also allows you to edit Due Date, Retest Period, Period Due from Assignment and Enforce entered in Step 9. You can also enter different values for these items for selected skillsets. Result: All skillsets that contain the training item as a component are displayed.
12	Add or change Due Date, Retest Period, Period Due from Assignment or Enforce. If you want to use same value for all skillsets shown, use the row Values entered in this row will apply to all Skillsets at the top. Select .

How to Create Skillset Certificates

You can create a customized certificate and attach it to one or more skillsets. This allows you to print a certificate for a learner when that learner receives credit for all training items that are components of the skillset. The certificate lists all training item components, their objectives, score, result, hours credited and date completed. You can also choose to display name and address of the company or company location (division), description and location of training material, and name of trainer.

A customized certificate can be useful when you have to produce a formal certificate of training completion during a regulatory compliance audit.

Stage	Description
1	The administrator finds or creates a skillset that includes all training item components necessary for certification and assigns the skillset to the learners.
2	The administrator creates a certificate for the skillset.
3	The learners complete all training items that are components of the skillset.
4	The administrator runs the skillset certificate report to view and print the certificate.

Create a Certificate

Follow these steps to create certificate.

Step	Action
1	Select Settings > Certificates > (Organization level, if shown) from the LMS module menu.
2	If you have access to multiple divisions or companies, select the division or company where you want to create the skillset certificate.
3	Select .
4	Enter the Title and Description. Result: These items will appear on the certificate when it is printed.
5	If you are at company level, select a Division for the certificate from the drop down list.
6	If you would like other divisions to be able to use this certificate, check the Share with Other Divisions box.
7	Select .
8	Attach the certificate to a skillset.

How to Attach Certificate to a Skillset

Follow these steps to further customize the certificate and attach to one or more skillsets:

Step	Action
1	If you have not already selected the certificate, select Settings > Certificates > (Organization level, if shown) from the system menu and click on the certificate.
2	Select the Skillsets tab. Result: Frontline displays the skillsets that have been attached to this certificate.
3	Enter the optional fields, Description of Training Material and Location of Training Material. Note: These items will appear on the certificate when it is printed, if you enter them here.
4	Enter the first few characters of the trainer's last name, click the [, and select the Trainer from the list.
5	Enter the search criteria for the skillset, using % sign as a wildcard if necessary, and select . Result: A list of skillsets matching the search criteria is displayed.
6	Check the skillset you want to attach.
7	If you want to print the company (for company level skillsets) or division (for division level skillsets) address on the certificate, click the Company or Division Address box. Important: The division or company address must be entered in Settings > Division or Settings > Company before it will appear on the certificate.
8	Select . Result: Frontline adds the fields you entered, along with the training item components of the skillset, to the certificate and saves it.
9	Select Preview. Result: A new window will display how the certificate will appear. Go back to previous steps if you want to change anything.

How to Print a Skillset Certificate

You can print a skillset certificate or check the progress of learners on a certificate using the Skillset Certificate report. The report compares a learner's training history against the training items that make up the skillset.

Step	Action
1	Select Reports > Curriculum > (Organization level, if shown) from the LMS module menu.
2	Select the Skillset Certificate report. Result: Frontline displays the skillset certificate search criteria.
3	If you have access to multiple companies and/or divisions, select the Company and Division where the people, for whom you want to print the certificate, are located.
4	Enter the search criteria for the people, using % sign as a wildcard if necessary, and select . Result: A list of people that match the search criteria is displayed.
5	If you have access to multiple companies and/or divisions, select the Company and Division where the skillset is located.
6	Enter the search criteria for the skillset, using % sign as a wildcard if necessary, and select . Result: A list of skillsets matching the search criteria is displayed.
7	Select the skillset for which you want to print the certificate.
8	Select Display Details if you want to see the learner status for each training item in the skillset for the selected learners. Select Display Summary Lines otherwise.
9	Select Run Report. Result: All learners who are assigned the skillset are listed, along with the training items and their completion status. When a learner is eligible for the certificate, the Print Certificate link is displayed (in the Display Details report) or learner names are hyperlinked to their certificate (in the Summary report).
10	Select Print Certificate or Learner Name as applicable. Result: Frontline displays the skillset certificate for the selected learner in a new window.
11	Select Print.