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Editing and deleting Competency records
Who is this article for?Administrators who want to learn to edit and delete records.
Administrators permissions are required.
Maintaining accurate and relevant competency records is crucial for effective workforce management and development. This article provides a comprehensive guide on how to edit existing competency records to reflect updated information and skills, as well as how to properly delete outdated or irrelevant records while maintaining data integrity within your organisation's training management system.
1. Editing a record
Video: Edit and Delete Records
Editing a record from the Records menu is very similar to editing a record from the People menu. From the Records page:
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Use filters as required to locate the relevant record.
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Click Edit to the far right of the relevant record.
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Adjust as required.
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Click Save to keep the changes.
2. Deleting records
Records should never be deleted unless an error has been made - it is important to retain historical data on user's training.
In the event an error has occurred, delete records from the Records page:
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Use filters as required to locate the relevant record.
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Click Actions to the far right of the relevant record.
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Click Delete.
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In the pop-up that appears, click Delete to completely delete the record from Lucidity Competency.
3. Reporting from the records page
Video: Records Menu Reports
There are two types of reports available from the Records page - Excel list export and Excel matrix. Reports will reflect filtered search results as displayed on the lower half of the Records page. Both these reports are also available from the Reports menu.
3.1. Generating an Excel list report
The Excel list displays all detail stored against the record in a list format.
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Use filters as required to locate the relevant record(s).
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Click Excel Export.
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In the Excel report, sort and manipulate the data or merge the data with other reports as required.
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Save the report.
3.2. Generating an Excel matrix report
The Excel matrix shows the status of records in a matrix format.
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Use filters as required to locate the relevant record(s).
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The lower half of the screen lists out search result.
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Click Matrix Export.
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Save the report.
Note: The Training Matrix which is generated from the Reports menu has the option to include training Needs as part of the matrix, while the Training Matrix generated from the Records page has training records only (no Training Needs).