1.Select the Subtask under which you want to add the step.

2.Select to open the Skill Detail pop-up.

Figure 85: Task Analysis > Skill Detail Screen  - New Step

3.Enter the desired data (see below for available data fields).

4.Select Save to save the new step, select Save & Add to save the new step and keep the Skill Detail pop-up open to add another step, or select Cancel to close the pop-up without saving the new step.

This tab captures the main information about the step in the following fields.

Figure 86: Task Analysis > Skill Detail Screen - Edit Step Tab

Verb

The action Verb that defines the behavior of the skill. If a verb is not available, it can be added to the list on the Library > Verbs screen.

Text

The Text of the skill or the actual behavior of the skill (minus the verb).

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.

Status

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.

Step Type

The Type of the skill is based on the learning domains of:

•Cognitive - based on Bloom's revised taxonomy for the cognitive learning domain that covers mental skills and knowledge.

•Affective - based on Krathwohl's taxonomy (an adaptation of Bloom's taxonomy) for the affective learning domain that covers emotional growth and feelings.

•Psychomotor - based on Atkinson's adaptation of Dave's taxonomy for the psychomotor learning domain that covers manual or physical skills.

While you cannot change the learning domains, the proficiency levels for each learning domain can be customized to your organization's need on the Customizations > Lists > Proficiency Levels screens.

Status of Training

The Status of Training field shows how and if the skill is currently being trained.

Proficiency Level

The Proficiency Level of the skill. The available selection is based on the learning domain selected in the Task Type field. The proficiency levels for each learning domain can be customized to your organization's need on the Customizations > Lists > Proficiency Levels screens.

Proficiency Definition

The Proficiency Definition provides an example of how someone can know that the proficiency level has been reached. This example should be measurable in some way, whether speed, accuracy, quality, or another measure.

Type of Training

The Type of Training field lists the types of training that are or will be available to support the current skill. To add or edit the list:

•Select the Type of Training link to open the Type of Training Selection screen.

Figure 87: Task Analysis - Type of Training Selection Screen

•Put a checkmark next to the types of training you wish to select (or unselect). You can select or unselect multiple types of training at a time.

•Select OK to save your selection.

Remember to save the changes to the skill, too.

This item was created from Competencies

The This item was created from Competencies text provides the breadcrumb to the selected competency that supports this skill. Select Edit, if available, to update the selected competency, or to add a competency selection.

This tab lists the conditions and standards under which the step is performed on the job, along with any resources that someone would have available when they do the step on the job.

Figure 88: Task Analysis > Skill Detail Screen - Edit Step Attributes Tab

Select Resource(s) to select resources, select Conditions/Standards to select conditions and standards for the step.

Type

The Type of task attribute, whether a Condition, Standard, or type of Resource. To select additional task attributes or to remove something from the selection, use Select.

Text (Text)

The Text, name, or title of the Condition, Standard, or Resource. To select additional task attributes or to remove something from the selection, use Select.

This tab lists the any existing interventions that support the step, selected from the Interventions in LEAD.

Figure 89: Task Analysis > Edit Skill Detail Screen - Interventions Tab

To add or edit the list:

•Use Select to open the Intervention Selection screen.

•Put a checkmark next to the interventions you wish to select (or unselect). You can select or unselect multiple interventions at a time. Select View to view the intervention information.

•Select OK to save your selection.

Remember to save the changes to the skill, too.

Type

The Type of intervention or learning event can be selected from a drop-down selection that includes options such as instructor-led training, e-learning, among others.

Text

The Title or name of the existing intervention or learning event that supports a task, subtask, or step. This should include any identification number, like a course number, as well as the provider's name, if needed.