Competency-Exercise-Matrix
Relevant for: Workspace administrators, administrators (see "User roles")On the "Edit Template" page, you will see the "Competency-Exercise-Matrix" section after the "General", "Settings", "Scale", and "Scale Labels" sections.
To create a competency-exercise-matrix, you can add "Exercises", "Competencies", and "Competency Clusters".
Create exercises
To create an exercise, you can add various tasks (e.g., role play or interview) by clicking on the "Exercise" button with the "+-sign" in the top row. A pop-up window will appear where you can enter various information for the exercise:
- Under "Name", you can adjust the exercise title.
- Under "Duration (in minutes)", you can set how long the exercise should last. Enter the desired duration in minutes directly or increase/decrease the time with the arrows on the right in 5-minute increments. The default setting is 60 minutes. Setting the exercise duration is important for time planning with the scheduler (see "Scheduler").
- Under "Description", you can enter additional information about the exercise as text. This will be displayed to the observers in the observer interface.
In the next section, you can upload and manage "Files". These can be up to 200 MB in size and can be in the following formats: PDF, PNG, JPEG, MOV, MP4, DOCX, and PPTX.
To upload files, you have several options:
- Click on the "Add Files" button on the far right and then select the desired file from your computer, or
- drag and drop a file into the designated field.
Under "Document", all your uploaded files will appear.
- The order of the files can be individually changed by drag and drop. Click on the "6 dots" to the left of the file name and drag it to the desired position. The files will then also be displayed in this specific order in the candidate interface if shared with the candidates.
- When you hover over the uploaded files with the cursor, a small preview opens. Clicking on the file opens it in a pop-up window.
- Click on the "pencil" next to a file to change the file name.
- Under "For Candidates", you can specify whether you want to make the file shareable with your candidates. By default, the files are not shared, but if you want to, you can check the "For Candidates" box. The file will then be shareable and displayed to the candidates in the candidate interface (but not yet openable).
- You can decide whether candidates can download the file and whether the text of the document is selectable by checking the "Downloadable" and "Text Selectable?" boxes. This allows you to protect intellectual property.
- Clicking on the "3 dots" on the far right allows you to download the file under "Download" or "Delete" it.
Click "Save" to save the changes. Click "Save & New" to save the changes and create a new exercise directly, or select "Cancel" to discard your entries. The window will then close automatically, and you will see the competency-exercise-matrix again.
Create competency clusters and competencies
In the left column, you can add either a "Competency" (e.g., communication skills or analytical thinking) or a "Competency Cluster" as a category for multiple competencies (e.g., social skills or entrepreneurial thinking).
To create the competency-exercise-matrix, you need to add competencies. Adding competency clusters is optional; they serve to categorize logically related competencies.
Click in the field in the left column and use the drop-down menu to select whether you want to add a "Competency" or a "Cluster". Name the competency or competency cluster and then click "Enter" to save your entry. The competencies and clusters will then appear in the left column of the competency-exercise-matrix.
The competency clusters appear on a grey background. The competencies are white and indented.
To add more competencies or competency clusters, you have two options:
- Proceed as described above and click in the field in the left column again, using the drop-down menu to add a competency or a competency cluster to the matrix. The newly added content will then appear at the bottom.
- If you have already created a competency cluster, you can add a new competency within the cluster by clicking on the grey "+" within the cluster and entering the new competency in the field that appears. Then click the "+" on the right or "Enter" to save the competency.
Competency-Exercise-Matrix
After creating the matrix, you can change the order of your exercises and competencies by drag and drop. Click on the "6 dots" to the left of the name and drag the exercises or competencies to the desired position. You can move the competencies both within and between the competency clusters.
Within the matrix/table, you will see fields with "+-signs". Here, you can add or edit behavior anchors for the task-competency combinations (see "Behavior anchor"). If you have already added anchors, you will see "[Number of] anchors".
To make changes to the competencies, competency clusters, and exercises, click on the "3 dots" on the right. Alternatively, you can click on the name to edit.
Edit exercises
Click on the "3 dots" next to the exercise name to "Edit" or "Delete" the exercise.
Click "Edit" or directly on the exercise name to make changes to the exercise. A pop-up window will open where you can edit the selected exercise. The same options are available as when creating the exercise (see "Create exercises").
Click "Delete" if you want to remove the exercise from your competency-exercise-matrix. A pop-up window will appear where you can confirm the deletion by clicking the "Delete" button or “Cancel” the process.
Edit competencies
Click on the "3 dots" next to the competency name to "Edit" or "Delete" the competency.
Click "Edit" or the competency name to open a small pop-up window where you can edit the respective competency.
- Under "Name", you can change the name of the competency.
- Under "Description", you can enter additional information about the competency as text. This will be displayed to the observers in the observer interface.
Click "Save" to save the changes or "Cancel" to discard them. The window will then close automatically, and you will see the competency-exercise-matrix again.
Click "Delete" to open a pop-up window where you can confirm the deletion by clicking the "Delete" button or cancel the process.
Edit competency clusters
You have various options for editing and navigating the competency clusters. Click on the "3 dots" to the right of the competency cluster name to display the options.
- Click "Edit" or the cluster name to open a small pop-up window where you can edit the respective cluster.
- Under "Name", you can change the name of the competency cluster.
- Under "Description", you can enter additional information about the competency cluster as text. The information entered here can also be integrated into the automated result report.
Click "Save" to save the changes or "Cancel" to discard them.
- The "Move Up" option allows you to move the cluster, including the assigned competencies, one position above the previous cluster.
This option is only available if the cluster is not already at the top.
- The "Move Down" option allows you to move the cluster, including the assigned competencies, one position below the previous cluster.
This option is only available if the cluster is not already at the bottom.
- With "Dissolve All Clusters", you can delete all competency clusters while retaining the individual assigned competencies. Click "Dissolve" to delete all clusters or "Cancel" to keep the clusters.
- The "Delete" option deletes the selected competency cluster, including all assigned competencies. Click "Delete" to confirm the process or "Cancel" to cancel it.
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