Complete a Capability Assessment

To complete a Learner's Capability Assessment on a Task
  1. Open the Organization Manager.
  2. Expand the Organization Unit and Learners heading to view the individual Learners.
  3. Highlight the Learner name.
  4. In the context view, select the Assigned Learning tab.
  5. Select a Process to view it at the bottom of the context view.
  6. Click on the "+" next to a Process name.
  7. Right-click on the desired Task and select Open Capability Assessment.

The Internal Capability Assessment dialog appears.

  1. Observe the Learner complete the action items for a particular action.
  2. Enter your name in the Assessor field.

Note:If you have been assigned to sign off the assessment for someone else, you will see an "Assessed by" option in the upper right corner—this will only appear if you have been given permission. This option allows you to choose an assessor's name. To learn more, visit Select an Assessor Name.

  1. Click the Date... button.

The Calendar dialog appears.

  1. Enter the  was completed.
  2. (optional) Enter any relevant Comments.
  3. Click Save.
  4. Repeat steps 8-13 for each Action.
  5. Click Submit Pass or Submit Fail to complete the Capability Assessment.

The Capability Assessment can also be saved, if there is not enough time to complete the entire assessment at once, or if there is to be a different expert for different actions.

The Submit Pass/ Submit Fail dialog appears.

  1. Enter a date, your Employee ID, and password to save the Capability Assessment.

If Submit Pass was selected, the capability portion of the Task will turn black.