Learn - Create a Competency Check

In this article, we'll show how to create a Competency Check - an observed demonstration of a skill or activity signed off by a subject matter expert. If the learner doesn't pass, the learner can repeat the learning and arrange a second attempt. Competency Checks ensure learners understand the subject and contribute to a cycle of feedback and continuous improvement.

A Competency Check can involve any activity or task where learners must demonstrate their understanding and application of learning. Examples include responding to queries, performing routine tasks, or problem-solving. Customers also use Competency Checks to sign off on significant milestones, such as passing a probation period.

A few things to know about About Competency Checks:

• They appear to learners as a Lesson
• Administrators can assign to one or more Courses, just like a Lesson
• Can be signed off by a User's Manager, Course Tutor, members of a specified Group, or Group administrators (of Groups to which the check is assigned)
• If multiple people or a specified Group can complete the check, the Learner will see all available checker names
• The date of the check can be backdated (administrators can choose if this is available)
• A Check includes instructions for both the learner and the checker
• The learner and checker agree on when the check will take place, and the checker updates Learn once it’s completed

Steps to create a Competency Check

1. In Learn admin, browse to Competency Check:
2. Select New to add a new check:
3. The first section contains the information that a learner will see when viewing the Competency Check as part of a Course. First, add a title:
4. Add a Description. This should offer a clear explanation of the activity or task that the learner is required to demonstrate.
5. Add a Duration. This is the estimated time the check will take to complete. It's also the 'learning time' credited to the learner when the check is passed
6. The next section contains the information visible to the User who is signing off the check. First, add a Description of the task to be observed (this may be the same as the detail entered in step 4 above:
7. Add guidance notes. These instructions should make clear the task to be performed and the criteria for success. 
8. Section 3 contains information for Administrators. First, add a unique code:
9. Add a Category (if using). Categories are a great way to help organise content in your LMS. View this article for more information about Categories and how they work
10. Section 4 contains details of who can sign off the check. Identify who should sign off the check. This can be any combination of the available options. Note that a Competency Check can only be signed off once. If 'Members of selected Groups' is selected, then the Group(s) must be specified:
11. Select Create

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