Use competency requirements to define users qualified for operating equipment and what checklists must be completed before equipment use. You can apply requirements to specific control categories, products or equipment.
Create a competency requirement
To create a competency requirement:
- In Onix Work, go to Settings > Competency requirements
- Select New
- Enter the requirement details
| Field | Description |
|---|---|
| Requirement name | A unique name for the requirement |
| Active status | Determines whether the requirement is currently in use. |
| Class | The requirement type. The list of classes is predefined in Onix. |
| Comment | Your additional notes about the requirement. |
After creating the requirement, you can:
- Edit the requirement details
- Delete the requirement only if it has not been linked to any other items. If the requirement is already in use, set its status to “Inactive” to prevent future use.
Define the requirement scope
Link control categories, products and equipment
A requirement is enforced on equipment that matches the linked control categories, products, or equipment.
To define where the requirement applies:
- In Onix Work, go to Settings > Competency requirements
- Select the requirement
- In the requirement details, select Add > Control categories, Products, or Equipment
- Select the relevant items
After linking control categories, products, or equipment, you can remove them:
- Open the requirement and go to the relevant related section
- Select the items > Remove
Link checklists
Link checklists to require users to complete a job before equipment use.
To link a checklist:
- In Onix Work, go to Settings > Competency requirements
- Select the requirement
- In the requirement details, select Add > Checklists
- Select the relevant items
After linking checklists, you can remove them:
- Open the requirement and go to the Checklists related section
- Select the items > Remove
Link competencies
Competencies linked to the requirement will be used to check the qualified users. When working with an equipment that is enforced by the requirement, users without required competencies will be warned.
To link a competency to the requirement:
- In Onix Work, go to Settings > Competency requirements
- Select the requirement
- In the requirement details, select Add > Competencies
- Select the relevant items
After linking competencies to the requirement, you can:
- Edit the required competency’s type: Open the Competencies related section > Select the competency > Edit > Choose the appropriate competency type
- Remove required competencies: Open the Competencies related section > Select the competency > Remove.
Work with equipment that require competencies
Some equipment requires specific competencies before you can use it. In Onix Worker, the system checks whether you are qualified to operate the equipment and may require you to complete a checklist before use.
Confirm a qualified user
When you open the details of equipment that requires competencies, Onix Worker checks whether you have the required competencies.
If your company administrator has not added you as a qualified user, a confirmation dialog appears.
Select I confirm I have… to confirm that you have the required competency. Onix Worker then adds the corresponding competency to your profile. Your administrator can also view this record.
If you do not want to confirm the competency, select Skip to close the dialog.
Complete a required checklist before use
Some equipment requires you to complete a checklist before use.
- Open the equipment details.
- Select the yellow banner at the top of the equipment details page.
- If multiple checklists are linked to the equipment requirements, select the checklist that you want to complete.
- Fill in the checklist with statuses and comments if relevant.
- Select Complete to file the job.
