Read the matrix and archive an evaluation
Compare the current matrix and, with HR access, read archived evaluation snapshots.
Task 1
Competency matrix
Before you start
- Readable people and objects, published sources and a defined date/horizon.
Steps
- Set date/horizon and coverage, validity, person and organisation filters.
- Page people and objects while retaining the same evaluation, then open a cell.
- Inspect sources and evidence, distinguishing observed/without-requirement states; archive or export the snapshot when authorised.
Task 2
Archived evaluation snapshots
Before you start
- An existing snapshot; read access is restricted to HR managers or HR viewers. Creating snapshots requires an HR manager; export permission is separate.
Steps
- With an HR role, open the snapshot by its archive reference and check source, date and metadata.
- Page through the same snapshot rather than mixing it with a different live evaluation.
- Export the exact reference where supported; create a new snapshot from the evaluation as an HR manager.
What to check
The view, date and scope are explicit; an archive does not grant new permissions.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support