Competencies

A competency can be a formal qualification, or skill or piece of knowledge. A license, or ‘ticket’ is a competency. Knowing how to perform a specific task or follow a procedure could also be a competency. For example: 

  • Licensed Forklift Operator
  • Trade qualified Electrical Fitter
  • General Construction Induction White Card
  • SOP-11 Water Sampling
  • Processing Customer orders
Competencies can be acquired through formal training, on-the-job mentoring, or experience gained over time.
Work out which competencies are important to your business, i.e. they affect your product or service, your customer experience, impact safety, or are legal / regulatory requirements. Then add these competencies to Toolbox.
When you're starting out, just stick to your compliance related competencies and keep things simple

Leave out the 'nice to know' things until later. You don't want to begin with 50 competencies for each of 50 people, and then have to upload 50 x 50 = 2500 training records (unless you really need to).

Add a new Competency

In the Training module, choose "Competencies" and click on "Add competency" at the top right. 

Then fill in the details. 
The Name is what you'll see in the drop-down list to choose a competency requirement for a job, and when you're adding a training record.
The expiry is how long this training is valid for. 

When you add a Training Record, Toolbox will automatically fill in the expiry date for the record, based on the period you set in the Competency. Expiry dates on required records become due dates that you'll see reminders for. 

e.g., First Aid training expires after 3 years and must be refreshed.

Competencies are linked to Jobs as requirements. e.g.,

A Driver (job) must hold a Driver's Licence (competency). 

Competencies are also linked to Employees through Training records. e.g., 

Alex (Employee) holds a Driver's Licence issued on 11 May 2019 (Training Record),