Competency form creation

Maricel Roberts

It would be great to create a form that I can customize for specific information useful for my project. For example, create a competency list for employees that include, key job skillsets, job expertise, industry expertise, name, date, date of hire, trainer, mentor, training content and dateetc. Then AI would create this table for me without me having to create one in excel for all my employees.

Mike Fank

This will require some setup, but here's a way to combine some different Wrike features to build this out: 

Start by creating a "Training Plan" custom item type, and add a "position" custom field. 

Next create a separate blueprint for each position in the organization. The names do not need to match the custom field (we'll get there next). In each blueprint, list all the competencies required as separate tasks (or create a custom item type called competency). The blueprints can share competencies by cross-tagging them. 

Then create a request form. Collect all the details you want, but have a question linked to the position field. For each position, replace the project with the blueprint. In the request form that looks like this: 

Have the request form assign this to either the trainer or the trainee, and as they work through the competencies, they'll check them off as completed. 

What do you think? 

We can use table view to display this information by employee or dashboards to view open/close status. If there are competency levels (beginner = 1, intermediate = 2, expert = 3), that can be another custom field and can be pulled into a dashboard. If the data is numeric, you can average or sum it as needed.