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Process Competency Reporting

The Process Competency Reporting dashboard provides rich visibility into competency gaps across the organization. This feature allows team leaders and senior management to easily identify where process competency deficiencies exist and how these gaps might be impacting business performance. The dashboard also highlights the expected resolution dates for these gaps, enabling proactive management and timely intervention. By providing actionable insights, this reporting tool supports strategic decision-making, helping to prioritize training and development efforts where they are needed most.

Start Here!

Explainer Video

Part I.
Viewing Process Competencies from the Contacts Panel

1. Click here to select contact (aka staff) from the Contacts Panel

2. Select contact (aka staff member)

3. Click here to access the skill & competency summary panel

4. View roles & competency assessments

5. Toggle staff members to see individual results

6. Click here to access the personal competency report

Part II.
Reporting Process Competencies from the Process Competency Dashboard

7. Click here to access the Process Competency Dashboard

8. Click here to view a list of process competencies cross-referenced to staff

9. Congratulations! You have completed the exercise


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