Note: If you'd prefer to create a Job Profile Cluster using a quick start, see the Create a Job Profile Cluster Quick Start Guide.
Purpose: This document provides step-by-step instructions for creating a new Job Profile Cluster in Calibrate. If you want to edit an existing Job Profile Cluster, see Edit a Job Profile Cluster User Guide.
Audience: This document is meant to be used by Job Profile Editors.
Before you begin: Creating a new Job Profile Cluster consists of defining the cluster and then adding published Job Profiles to the cluster.
You can find the definition of the capitalized words used in this User Guide in the SkillsEngine dictionary located here.
Instructions:
Define a Job Profile Cluster
1] After you log in, the Calibrate home dashboard appears. To create a Job Profile Cluster, click the +Create button in the upper right. .
2] From the Create menu click Job Profile Cluster.
3] The Create Job Profile Cluster page appears.
4] Define the cluster by entering a Job Profile Cluster Title in the Job Profile Cluster Title textbox and optionally adding a description in the Description textbox.
Add Job Profiles to the Cluster
| NOTE: You must add at least one Job Profile to the cluster before you can create it. The Job Profile list, from which you'll select Job Profiles for the cluster, appears on the right side of the page after you define the cluster |
5] Look for Job Profiles to add to the cluster by either scrolling through the Job Profile list on the right or by entering a Job Profile Title into the search box at the top. Search results appear automatically.
6] When you find a Job Profile you wish to add to the cluster, click the "+" to the left of the Job Profile.
7] Continue adding Job Profiles to the cluster until you've added all the ones that comprise the cluster.
8] If you decide you want to remove a Job Profile from the cluster, locate it in the Target Profiles list on the page and click the "x" to the left of it.
Add Editors
9] You should select one or more Editors for your Job Profile Cluster. On the right side of the page, click the Editors button.
| NOTE: Editors are the people you choose to review your Job Profile Cluster and provide feedback. By default, you are one of the Editors of a Job Profile Cluster you create. |
10] When the list of Editors appears, scroll through the list to find Editors, or use the search box at the top by entering a name (first or last). Search results appear automatically.
11] To add Editors to your Job Profile Cluster, click the "+" sign to the left of every Editor you wish to add. The list of Editors you add appears in the Editors list on the page. You can add an unlimited number of Editors.
| NOTE: If you want to add an Editor that is not yet on the list, you'll have to invite them and grant them permissions. To learn how to do that, see the document Inviting Users and Granting Permissions User Guide. |
12] If you decide you want to remove an Editor from the list, click the "x" to the left of the Editor's name in the Job Profile Editor's list.
Add Tags
| NOTE: Adding Tags to a Job Profile Cluster will help you and others find this Job Profile Cluster in the future when searching. To learn more about Tags see Using Tags in Calibrate. |
13] Scroll to the bottom of the page to the Tags section.
14] To add a Tag to the Job Profile, start typing the Tag into the Add tags... textbox. A list of Tags already created appears with those letters.
15] If the Tag you want to add already exists, highlight it and hit Enter.
16] If the Tag you want to add does not exists, finish typing out the Tag and hit Enter.
17] When you have the Job Profile Cluster the way you want it, click the Create button in the upper right.
| NOTE: Clicking Create is the same as saving the cluster. You have the option to return to it later and make changes. When you complete a cluster and want to make it available in Calibrate, you'll have to publish it. |
18] If you want to make changes to the Job Profile Cluster before you publish it, click the three dot menu in the upper right and then click Edit Details. Return to step 5.
Publish a Job Profile Cluster
19] When you're ready to publish the Job Profile Cluster, click the Publish button in the upper right corner of the page.
| NOTE: After you publish a Job Profile Cluster, you can still make changes to it, including deactivating it and deleting it. |
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