What can you do on this screen?
LEAD creates a new duty automatically when you first select from the competencies data. Duties allow you to group tasks. You can rename the automatically created duty to give it a more user-friendly name and you can add additional duties (from the Job folder) as needed.
Figure 67: Task Analysis > Duty
On the Duty screen you can:
•View the information by clicking on the Duty folder.
•Edit the information.
•Add 
tasks that are not selected from the competencies data.
•Resequence 
the tasks below the Duty folder in the tree structure.
•Select Show History 
to review the changes made to the information, including the user name and date/time of saved changes, and revert to an earlier saved revision.
•Preview 
the skill hierarchy.
•Copy 
the selected duty into memory.
Note: Remember to go up one level in the hierarchy to a job before trying to select Paste.
•Paste: Duplicate/Move 
a copied task (and any skills under that task) to the selected duty.
Note: You cannot Paste a copied task when the selected duty is Locked.
oDuplicate will create a copy of the task. The Status of the copied task will be updated to Incomplete when it is pasted. You can use the Duplicate option to make copies of the task in other initiatives.
oMove will move the task under the selected duty. When you move a task, the Status of the moved task does not change. You cannot move a task to another initiative.
•Delete 
the selected duty (including all tasks, subtasks, and steps under the duty). Once you've selected OK to the confirmation message, an Undo button displays on the bottom left of the screen that allows you to revert the deletion.
•Select Explain Flag 
to review the reasons the duty has been flagged.
•Use Create From Competencies 
to select competencies to add to your skill hierarchy.
•Lock 
the duty to prevent edits from taking place.
•Unlock 
a locked duty to allow edits to take place again.
•Expand 
all sub-folders at once down to the step level.
1.Select the Job under which you want to add the duty. 2.Select  Figure 68: Task Analysis > Skill Detail Screen - New Duty
3.Enter the desired data (see below for descriptions of the available data fields). 4.Select Save to save the new duty, select Save & Add to save the new duty and keep the Skill Detail pop-up open to add another duty, or select Cancel to close the pop-up without saving the new duty. |
Select Edit to make changes to a selected duty. This allows you to update the fields below. When you are finished making changes, select Save to save the changes to duty or select Cancel without saving any changes.  Figure 69: Task Analysis > Skill Detail Screen - Edit Duty Tab
Name The Name or title of the skill. Version The Version number of the skill. All skills start with version 1. Once the initiative has been approved, changes can no longer be made, unless a new version of the initiative is created. Then changes can be made as needed for the new version. When viewing the skill, you can view a previous version by selecting it from the Version drop-down. The Status of the skill from lowest to highest status: •Incomplete - the skill is a work in progress and/or is missing some required data as defined in a business rule. •Complete - the skill is complete, including all subordinate/child items. •Lock for Review oThe skill is complete and ready for review. oYou can only edit the skill if you have the Review privilege assigned to your role. oTo change the Status to Lock for Review, you need the Edit or Review privilege assigned to your role. oTo change the Status back to Incomplete or Complete, you need the Review privilege assigned to your role. •Locked oThe skill is complete and has been reviewed, no more work is allowed. oNo one can edit the skill and related content without unlocking the skill first. oTo change the Status to Locked, you need the Lock privilege assigned to your role. oTo change from Locked to any other status, you need the Unlock privilege assigned to your role. •Approved oThe skill is approved when the initiative is approved. oNo more changes can be made to this version, you must create a new version of the initiative in order to make changes. When you save a change in Status or lock a skill, the required Business Rules will run to check whether anything is missing for the skill or any of its children. Any identified issues are listed on the Business Rules Results screen. If the status of a skill is increased (say from Incomplete to Complete), all subordinate/child skills of it will also be changed to that status, if they have a lower status. If the status of a skill is decreased (say from Lock for Review to Complete), the status of all parent/higher items will be decreased to be no higher than that value. For example, an Incomplete task has one subtask that is Incomplete, one Complete, and one Locked. If the task is changed to Lock for Review, the Incomplete and Complete subtasks are changed to Lock for Review. The Locked subtask remains Locked, as it has a higher status. If the Locked subtask is changed to Complete, the task is changed to Complete (as would the job and duty, if their status was above Complete). The remaining subtasks’ statuses are unchanged. Type The Type of skill. This is set by the system when the skill is created. |