Create Person Competencies

Advisors create person competencies to understand each student's starting point, enabling more personalized guidance and support. Students can self-enroll for these competencies through the portal. When a student enrolls for an involvement group through the portal, the competencies related to the involvement group are shown. Students can then add these as interested or acquired competencies. Students can also create their own person competencies through the portal.

Required Editions

Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create person competencies: Education Cloud Full Access permission set

Before you begin:

  1. From the App Launcher, find and select Person Competencies.
  2. Click New.
  3. Select the person's level of proficiency in the competency.
  4. Select whether the person associated with the competency is an account or a contact and then select a corresponding value.
  5. Select the status of the competency's verification for the person.
  6. Select dates when the competency is effective and is no longer effective for the person.
  7. Select the competency.
  8. Select the stage of the person's competency.
  9. Save your changes.