The Capabilities Add-on allows a user to specify capabilities required for a client to hold a particular position. Capabilities are derived from various existing VETtrak data such as Units, Qualifications, Tasks, Credentials and Skills.
Associating your existing data with Capabilities will then provide you with a means to audit a clients known abilities to ensure that they are suitable for a position of employment.
Associating Capabilities
To start associating Capabilities, go to Utility > Capability> Configure Capabilities:
This will display the Capability Item Enable Wizard:
- Potential Capability Item Tabs- These show the data types within VETtrak that can be turned into Capabilities. These include:
- Search Area - Use the search box to look up a particular item to be made into a Capability.For an item to appear in this list, it must first be entered into VETtrak via it's specific data entry procedure.
- Search Result Area - Shows a list of returned items.
- Items Selected as Capabilities - This area will display any newly selected items to be used as Capabilities, as well as any existing ones.
- 'Use' tickbox - Check or uncheck this box to toggle any items to be used as Capabilities.
- Expiry - Add a number of months to represent an expiry period for this Capability.
Adding Capabilities to a Client
Capabilities are added to a Clients profile when the associated data is correctly assigned to them.
For example, adding a Skill that has been associated as a Capability will display a window to notify the user that a Capability is present for that data, and will then update the Clients Capabilities heading to display the relevant Capability.
To add a Skill, right-click on the Skills heading and select Add skill:
Enter details for the Skill as you normally would:
Once you complete the wizard, a Capability Window will display:
The Capability Heading will then update against the Client's profile to display the associated Capability:
Particular capabilities associated with different data types will require specific data entry in order to appear. These include:
- Units - A Competent Result is required to be recorded against the enrolled Capability-associated Unit.
- Qualifications - A Certificate level award is required to be recorded against the Capability-associated enrolled Qualification.
- Tasks - A Completed Status is required to be recorded against the Capability-associated Task
- Credentials - The Capability-associated Credential is required to be entered against the Staff Member within the Staff Manager.
- Skills - The Capability-associated Skill is required to be entered against the Client within the Client Manager.
Capability Profiles
You can use Capabilities as a means of performing a check on whether a client is suitable for a particular position, by using a Capability Profile.
VETtrak has the ability to create a Capability Profile utilising the Positions functionality within the Configuration Manager:
To manage a Capability Profile, expand a particular Position and right-click to select Configure Capabilities:
The Position Capability Wizard will appear:
- Search Area - Use the search box to look up a particular item to be attached as a Capability.For an item to appear in this list, it must first be associated as a Capability.
- Search Result Area - Shows a list of returned items.
- Items Selected as Capabilities - This area will display any selected Capabilities.
- 'Use' tickbox - Check or uncheck this box to toggle any items to be used within this profile.
- Expiry - Add a number of months to represent an expiry period for this Capability.
With this completed, Your Capability Profile will display the associated items underneath it:
Select this Position against the Primary Employment Record within a Clients Details:
This will then allow you to view its information by right-clicking the Capabilities heading, and selecting Show client capability report:
This will display the Current Held Capabilities for the Client, with a reference to the Associated Capability Profile, including details regarding which ones currently exist in the Clients record, as well as missing items: