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Copying, deleting and allocating Competency roles
Who is this article for?Administrators who want to learn to copy, delete and allocate Competency roles.
Administrator permissions are required.
Efficient management of Competency roles often requires the ability to copy existing roles, remove outdated ones, and assign roles to appropriate staff members. This article explores the streamlined processes for duplicating roles to save time, deleting obsolete roles to maintain system clarity, and allocating roles to employees, ensuring your organisation's competency framework remains current, relevant, and properly implemented across your workforce.
1. Copying and deleting a role
Video: Copying and Deleting a Role
The copy and delete functions can be found under the actions button.
Copying a role can be a useful tool if there is a need to create a new role that is very similar to an existing role. Most features of the role (title, description, need creation lead time and capabilities) are copied and are ready for the slight changes required. The users allocated to the role are not copied and need to be manually added.
2. Deleting Needs associated with roles
It is not possible to delete a need that is linked to a role, as it will be automatically be re-created. If a user does not require a need that has been linked to a role, either remove the user from the role or modify the role.
Note: Any modifications to the role will affect all users who are linked to that role.
When viewing the list of needs via the Needs menu, the option to delete a need is only available for needs that are not linked to a role. This is illustrated below - the last two needs in the image are linked to roles and do not have an Action option (which provides access to the delete button).
3. Deleting roles
Deleting a role entirely will remove all associated needs for all the users allocated the role. This function cannot be undone so use sparingly.
4. Allocating users to a role
Video: Allocating Users to a Role
Roles associated with a user can be managed in two ways.
To edit Roles allocated to a specific user:
- Select the Capabilities tab within Lucidity Competency. It will default to the People menu.
- Use filters or search to locate the user requiring the role.
- Click the Edit button in line with their name, or just click the row.
- The user's existing roles are displayed at the bottom of the screen.
- Use the relevant icon to delete or add new roles to the user.
- Click Save when complete.
To edit which users are allocate to a specific Role:
- Select the Roles tab within Lucidity Competency.
- Use filters or search to locate the relevant role.
- Click the Edit icon in line with the role, or just click the row.
- Scroll to the bottom of the page to view a list of existing users allocated to the role.
- Use the relevant icon to add or delete users from the role.
- Click Save when complete.