Creating your own goal

Creating your own Minimum Standard Goal can be a complicated process so, if at any point you aren’t sure how to proceed, please feel free to get in touch and we can lend you a helping hand.

How Minimum Standard Goals are Structured

 

MS explanied

This is a very basic Minimum Standard goal but provides an understanding of how goals are constructed and the terminology we use. This goal contains the following:

  • The goal is named ‘My Goal’ and is the name which will be shown to users if assigned to them.
  • The goal has two ways of completing it, this is called a termset. Users can either complete termset 1 and upload an NGB licence or they can complete termset 2 which requires them to have both a level 2 qualification or greater and have a Safeguarding certification.
  • The Safeguarding standard contains two documents that both need to be completed in order for standard to be marked as complete.
  • These two documents require that users:
    • Upload a file of the certificate
    • Input the certificate number
  • The Certificate upload document has also been set to ‘require verification’. This means an administrator will have to check and verify the document that has been uploaded in order for it to be marked as complete. In the mean time, the standard will move to ‘awaiting verification’ so the user knows they do not need to do anything.

Creating a Goal

To create your own goal head to the Minimum Standards page under the Standards heading in the main navigation menu. Once you are there, click the button labelled ‘Create New Goal’ which will direct you to the goal creation page.

Here you will see the following options:

  • Goal Title – This is the name of the goal users will see and employers will be able to search with
  • Goal Start – The date the goal started – this is usually the date of the day you are creating it
  • Goal Finish – If you goal is temporary, enter the end date here
  • Goal Target Days – If your users are required to complete your goal is a set amount of time you can enter this here.
  • Goal Programme – This can be used if you goal is part of a programme being operated.

You will then see a list of all the available standards for your account – this includes the default ones and any custom ones you have created. Tick the box of those you want as part of your goal, you can also choose to add a termset at the bottom of the page.

Creating a Standard

To create a new standard, again, head to the Minimum Standards section but this time, click the Manage Standards button. On this page you can:

  • Edit existing standards
  • Create a new standard

If you click the ‘create new standard’ button at the bottom of the page you will be taken to the standard creation screen.

From here you will see:

  • Standard name.
  • Standard description – used to keep track of standards in the admin side. If you end up creating a few of these it can be useful to add something here.
  • Help – This is the information text shown on the tooltip that users can hover over.

The final section will ask you to set the ‘criteria’ for the standard at which point there are two courses of action:

  • System based criteria – The vast majority of the criteria options available will fall into this category. This just means that these criteria are things the system can check automatically for you. For instance, if you were to select the ‘age’ criteria, the system will be able to us the date of birth information entered by the user to determine whether they pass or fail this criteria without any input from an administrator
  • Document based criteria – if you select the ‘documents’ criteria you will see a list of all the available documents you can add. The documents can be created in the next section but allow you to customise how a user enters their information. For instance, instead of using the system based criteria for age (see above), you may want to create a document named ‘age’ which requires a file upload that an administrator can then check.

It is also possible to add a termset to Standards if you deem it necessary. This will just allow the user two ways of completing the standard that has been assigned to them.

Creating a Document

To create your own document you need to select the documents link from the Standards dropdown menu. From this page you will be able to see all the documents you have access to and the actions you can perform

  • Clicking the name of a document will take you to the edit screen to change its attributes. Bear in mind you cannot edit the default documents.
  • Yes/ No option – This will determine which documents will appear in the documents pod on the front panel of your users. It is a good idea to only select the ‘yes’ option for documents contained in the goals you are using.

The ‘create new’ button will take you to the document creation screen.

Here you will see:

  • Document name – the name of the document (only administrators will be able to see this)
  • Document description – useful to keep track of your documents
  • File Upload – if you have a document you wish your users to read or sign you can upload it here and they will be able to download it from their Minimum Standards page.
  • Attribute – what the document requires, the options available are:
    • Date – has a dd/mm/yy dropdown selection box
    • Yes/no – presents users will two tick boxes they need to choose between
    • Text – open text field. Useful to certificate numbers or general information
    • File – allows users to upload a file.
  • You also have the options to make each attribute:
    • Optional – users do not need to complete this field to complete the document
    • Requires verification – marks specific attributes that an administrator will need to verify before it will be marked as complete.
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