Prerequisites

• Access the Management menu > Competency Mapping (CO006).
• Access the menu Registration > Competency (CO004).
• Access the Registration menu > Evaluation Plan (CO005).
   

Presentation

The Copy Record function allows you to quickly create new records from existing records in the system.

This feature optimizes the user's workflow, reduces rework, and promotes greater standardization among similar records, being especially useful in creating new competencies, evaluation plans, or organizational mappings based on already defined configurations.

Copy organizational mapping

1. Access the Management > Competency Mapping (CO006) menu.

2. Use the filters to locate the desired organizational mapping.

3. In the list of records, select the mapping that will be copied.

4. Click the More button on the toolbar.

5. Select the Copy record option.

6. On the screen that opens, select the department and position to which the mapping will be copied.

7. The data screen for the new mapping will be displayed, with information inherited from the original record.

8. Make the necessary adjustments and click Save.

Copy competence

1. Access the Registration > Competency (CO004) menu.

2. On the main screen, locate and select the skill you wish to copy.

3. Click the More button on the toolbar.

4. Click the OK option to confirm the request presented by the system.

5. Select the Copy record option .

6. On the screen that will open, fill in the fields in the following section:

• Area and Function : select the options that should be copied in the mapping.

7. The new competency data screen will open with all the information copied from the original record.

8. Adjust the data as needed.

9. After making the changes, click Save to register the new competency.

Copy assessment plan

1. Access the Registration menu > Evaluation Plan (CO005).

2. On the main screen, locate and select the assessment plan you want to copy.

3. Click the More button on the toolbar.

4. Select the Copy record option.

5. Click the OK option to confirm the request presented by the system.

6. The new plan's data screen will be displayed, containing the information copied from the original plan.

7. Make the necessary adjustments, such as Name , Frequency , Responsible Team , and other parameters.

8. Click Save to activate the new trial plan.

Conclusion

The Copy Record feature streamlines the creation of records in SoftExpert Competência, allowing you to replicate already defined configurations and reduce the time spent configuring new plans, competencies, and mappings . After copying the record, simply adjust the necessary fields to adapt the new record to the organization's needs.