You have selected an Assessment to work on and are under "Competency Model" in the navigation menu on the left.
Here you can make settings on the Competency Model on which your Assessment is based. There are different starting situations: Either you have not selected a Template or you have selected one.
You can edit your Competency Model at any time, even if Assessments have already been activated and are no longer in draft status.
No Template selected
If you have not yet selected a Template when creating the Assessment, you will now see no entries under "Model selection" and have two options.
In the "Model selection" area, you can select one of the already created Templates under "Template".
- In addition to the name, the organization of the existing Templates is also displayed so that they can be clearly identified. Here you can also search for keywords.
- Once you have selected a Template, it will be displayed on the page so that you can review the options set in the Template before assigning it to the Assessment. Here you also have the option to select Competency Clusters and competencies that you want to transfer from the Template to the Assessment and deselect those that you do not want to include. By clicking on the respective box, you can deselect the competencies and the clusters. By default, all competencies and clusters of the Template are selected at the beginning. Selected competencies/clusters are displayed with a white check mark on a colored background. For deselected competencies/clusters, the box to the left of the name is empty. If not all competencies of a cluster are selected, a "-" appears in the box on the left. The same applies to the "Select all" category.
By clicking on the box to the left of "Select All" you can either deselect all competencies with one click or add all competencies again with another click.
If you deselect a Competency Cluster, all associated competencies will automatically be deselected as well. However, you also have the option of selecting and deselecting individual competencies of a cluster.
Click “Save” to save the Template selection (and your changes, if any). - If you want to select a different Template, click on the "arrows" on the right side of the Template search field and select a different Template. To delete a Template again, click on the "trash" next to it and on "Confirm".
If you click on "Create Competency Model" on the right, a pop-up window will open and you can directly create a new Competency Model.
- To do this, enter "Minimum", "Maximum" and "Step size" and click "Save". The window closes and you can create and edit the "Requirement-Exercise-Matrix" with the "Behavior Anchors" (see "Requirement-Exercise-Matrix" and "Behavior Anchors") and the "Target Profile" (see "Target Profile").
- You can now click on "Options" at the top right and select whether you want the created Competency Model to be "saved as Template" so that it is saved both in the Assessment and in a new Template. To do this, enter a name and organization for your Template and click "Save".
- Alternatively, you can click "Remove Competency Model" and delete all previous settings of the Competency Model and then select or create a new Template.
Template selected
If you have already selected a Template, you will now see it and can edit it here, regardless of whether the Assessment has already been activated or is still in draft status. You have several options to do this, which you can select at the top right.
For Assessments that are already active, deleting, replacing, or editing competencies, exercises, or anchors can remove ratings and notes that have already been made, as well as the schedule in the Scheduler.
By clicking "Remove" you can delete the Template from the Assessment, so that you can assign another Template afterwards (see "No Template selected" above).
By clicking on "Replace", you can replace the currently assigned Template with another Template. To do this, select the new Template in the newly appearing "Model selection" area and then click "Save".
By clicking "Customize" a new page will open and you can edit the assigned Template (see "Edit Templates"). - Here you will initially find all the information you entered when creating the Template under "General", “Settings”, "Scale" and "Scale labels" (see "Create Templates") and can edit them (to a limited extent). However, your entries under "Scale" cannot be changed after you have created the Template. Not even if you duplicate the Template. Accordingly, you must then create the Template again.
- At the bottom of the page you can also create and edit the "Requirement-Exercise-Matrix" with the "Behavior Anchors" (see "Requirement-Exercise-Matrix" and "Behavior Anchors"), the "Self Assessment" (see "Self Assessment") and the "Target Profile" (see "Target Profile").
For active assessments, deactivating the Self Assessment deletes assessments already submitted by candidates.
- You can now click on "Options" at the top right and select whether you want the created Competency Model to be "saved as Template", so that it is saved both in the Assessment and in a new Template. To do this, enter a name and organization for your Template and click "Save".
- Alternatively, you can click "Reset based on Template" and this will reset all your changes to restore the previously selected Template.
- As a third option, you can click "Remove Competency Model" and delete the Competency Model assignment and all changes, and then select a new Template (see "No Template selected" above).