Overview
In Mobaro, Competencies play a crucial role in managing Certifications and determining operator access for RideOps. This article will guide you through the different ways of utilizing Competencies as criteria for controlling the eligibility of individuals to complete Checklists or act as Operators or Attendants on RideOps.
Users must be Super Users or have the following roles to manage Competencies:
Competencies: Administrate
Tracking Internal and External Certifications
With Mobaro's Competency feature, you gain the ability to keep a comprehensive track of both internal and external Certifications. These Certifications can be linked to specific Competencies required for various tasks within your organization.
To manually create and track these Certifications, follow these steps:
Click the > next to Competencies
Click Certifications
Click the + Create button
Search for and add a User
Search for and add a Competency
Alter the Expiration details as necessary
Add other details and attachments as necessary
Click Save
Using Competencies for Checklist Criteria
Mobaro allows you to leverage Competencies as essential criteria for initiating certain Checklists. By associating relevant Competencies with specific Schedules for Checklists, you can ensure that only qualified personnel are assigned to perform the tasks outlined in those Checklists.
To setup Competency requirements on Schedules, follow these steps:
Navigate to Schedules
Select which Schedule you want to add this requirement to
Click Edit
If editing a Calendar Scheduled: click on Settings
Scroll to the bottom and find Required Competencies
Search for and add a Competency
Click Save
If you want to ensure only those Assignees who have the required Competencies can complete this checklist, ensure to toggle on Restrict access based on required competencies.
The differences between Restricting vs. Not Restricting access
With Restrict Access turned on | With Restrict Access turned off |
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Limiting Operator/Attendant Access on RideOps
In addition to controlling Schedules and Checklist access, Competencies also serve as a powerful tool to restrict access to the Operator or Attendant roles on RideOps. By assigning mandatory Competencies for these roles, you can ensure that only certified individuals can operate or attend to RideOps, guaranteeing the safety and efficiency of operations.
To enable Competency requirements for all Operators, follow these steps:
Navigate to Locations
Select which Location and click Edit
Scroll to find the RideOps section and click RideOps Settings
In the Operators section, search and add Competencies in the Required Competencies area
Click Accept Changes
Click Save on the Location editor
To enable Competency requirements for Attendant positions, follow these steps:
Navigate to Locations
Select which Location and click Edit
Scroll to find the RideOps section and click RideOps Settings
In the Attendants section, click Add Position
Give a name and optional description to the Position
Search and add a Competency in the Required Competencies area
Click Accept Changes
Click Save on the Location editor
