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Competency Programs in Axis LMS

By creating and using competencies inside Axis, administrators are able to offer a new way for select users to achieve a higher certification. While courses can award their own certifications, competencies allow users to progress through a larger collection of courses to award its own certificate; this means the user is able to earn a certificate from all of their courses AND a competency specific certificate.

Competencies are best used when you only want a certain group of users to be able to earn the certificate, or when the certificate you’re awarding does not need to be renewed.

Assuming you’ve already created the courses you want to be included in the competency, the steps to create your Competency Program are:
  1. Create at least one Course Group
  2. Activate the Course Group
  3. Repeat Steps #1 and #2 as needed
  4. Create a Competency
  5. Activate the Competency

Course Groups
    Learning > Competencies > Manage Course Groups
Competencies are created from one or more Course Groups. These are a collection of courses that can be used in any of your Competency Programs. When used in a Competency Program, users will need to pass one course from the group to earn credit for that requirement; users will need to pass at least one course from each Course Group to earn their certificate.

How to Create a Course Group

Course Groups are created from your competencies page. Begin by managing your Course Groups, then adding a Course Group.

When creating your Course Groups, you’ll be prompted for a Group Name, and a Description. These are both for administrative purposes, and allow you to easily determine what each Course Group should accomplish.

Course Group Listing

After creating one or more Course Groups, your Course Group will be created in an editable state. While in this state, it is not yet ready to be used in a Competency Program. The Course Group can either be edited, returning you to its creation page, activated, or deleted.

Activating the Course Group means you’ll no long be able to make changes to the group, but it can be used inside Competency Programs. Deleting it removes it from the view, and cannot be recovered.

For Course Groups that are already active, you can see its courses in a view-only state, or deactivate to prevent its use in future Competency Programs.

Competency Programs
    Learning > Competencies > Manage Competencies
Competency Programs are what awards the certificate. After meeting the Program’s requirements (passing at least one course from each Course Group), users will have earned their certificate.

Creating a Competency Program

After creating and activating at least one Course Group, you’ll be able to use them inside of your Competency Programs. Begin by managing your competencies, then Add a Competency.

The competency will prompt you for a Name and Description. The Name can be viewed by the user, so you’ll want to keep this in mind when filling out these fields.

Next, you’ll be asked to select what Usergroups are allowed to earn this Competency. This is really what makes competencies such a valuable tool; by restricting who is able to earn this certificate, all of your users can take the same courses, but only the performance of select users matter to this competency.

Now you’ll need to select which Course Groups the Competency Program should acknowledge completions from. It’s going to be looking for one completion from each of these groups to award its certificate. Select courses from the listing on the left, then use the arrow icons to add them to the right listing.

At the bottom of the page, you’ll have the ability to edit this competency’s certificate. As with most Axis editors, you are able to open up an HTML editor to make pixel precise edits, or use the display editor and its tool bar above. To switch out the background image, select the floral border of the certificate in the top right, then click the Image button to receive a prompt, allowing you to select a new image from your Files Library.

The editor also uses 3 competency specific placeholders: Competency Name, Competency Description, and the Date this Certificate was filled out for the user.

Competency Program Listing

After creating your competency, you’ll once again be prompted to either make adjustments to it, activate, or delete it. Activating it allows users to begin earning the competency immediately.

Your active Competency Programs have a different set of tools; you’re able to pull up reports, view its Usergroup/Course Details (view only), duplicate or deactivate.

Competency Reports

When viewing the reports of Active Competencies, you’ll pull up a list of all the users eligible for that competency, and their progress in the competency. You can export or print this listing, or apply filters to only show users with a minimum amount of progress.

Along each record, you’re also able to view all the competencies the user is able to earn, and view the details of that user’s progress in the competency.

When viewing a user’s progress in the competency, you can enroll, dis-enroll, or reset a course from any of the Course Groups in the competency.

Competency Widgets

After your Competency Program is active, your users can immediately begin working towards it - but unless you add a way for them to track it, it’s all going to be behind the scenes. To achieve this, you’ll want to add a competency listing widget to your Learning Portal.

Begin by editing a page from your Learning Portal, then selecting the add widget button to add a Competency Listing.

Now by editing the widget, you’re able to specify how the competency will appear to the user. After specifying which setting are most appropriate for your company’s users, saving your changes will allow your users to begin tracking their progress for all of their competencies.

Course Listing Settings

By default, all the courses in all the course groups will be listed. Selecting the second checkbox will hide the rest of a Course Group’s courses after a user has met that requirement (completed one course from that Course Group).


By default, a user will be able to freely enroll into any of the courses listed in the competency widget. If you’re selling these courses, check the first box, and uncheck the second. If some courses are for sale, and others are available for open enrollment, uncheck all but the third checkbox. On the course’s info page, you’ll want to add a way for the user to either purchase or enroll into the course.

Content Accessibility

By default, there is no order that users need to complete Course Groups. But by checking either the first or second checkboxes, users will have to finish courses in order.

The result will be that users will be shown each competency they are eligible for (based on the usergroup(s) they are in), and will be able to access those courses, complete them, and even obtain their competency certificate (if you've enabled it).
The features discussed in this article may or may not be available on your LMS system.
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