![](media/image1.png){width="1.3333333333333333in" height="1.375in"}

M O D U L E 6

> EXPERIENCE, INCIDENTS, & TASK BOOKS

**Overview**

> The individual participates on an incident assignment and documents
> the experience through the Task Book, Performance Evaluation form or
> Experience Record. Besides building a historical record, this
> information is used for verifying prerequisite experience and for
> maintaining currency.
>
> The Position Task Book contains all critical tasks that are required
> to perform the job. Successful completion of all required tasks of the
> position, as determined by an evaluator(s), will be the basis for
> recommending certification. The Task Book is obtained and initiated by
> the agency administrator (aka Certifying Official), after the trainee
> has completed all required training and prerequisite experience. It is
> valid for 3 years from the date of the first experience on which tasks
> are signed off.
>
> The home unit initiates the Task Book, the final evaluator signs the
> Task Book as completed and recommends certification, and the
> Certifying Official will determine if certification is appropriate.
>
> You may run the Task Book Evaluation Report. Information in this
> report can help the Certifying Official assess progress and plan
> further training assignments for their responders. We will also look
> at the review process for the Incident Responder Development Plan.

**Objectives**

> By the end of this module, you will be able to:

-   Define an Incident

-   Enter Experience by employee

-   Enter Experience by Incident

-   Initiate a Task Book for an individual

-   Document Position Performance Assignment

-   Certify a Task Book for an individual

-   Run Task Book Evaluation Report for an Organization

**Roles**

> The following roles will perform the activities described in this
> module:

-   Account Manager

**Activity Overview -- Create Incident Data**

To credit an incident responder for experience gained on an incident you
must **FIRST** have an incident set up to define that experience. The
following activity will outline the procedures for creating an incident
within the IQCS system. **Account managers should always search the IQCS
system to see if the incident they need to create already exists in the
IQCS system.** Checking for the existence of the needed incident will
reduce the possibility of creating redundant incidents. The activity
that follows assumes that the system has been searched and the subject
incident was not found and therefore it is necessary to create a new
incident.

The incident data in IQCS is just a bookmark or place holder for some
basic information. IQCS is not the system of record for incidents. If
there are redundant incidents in the system, choose one. IQCS is the
system of record for responder's experience, the incident setup just
helps to define the type of experience a responder has.

**Instructions**

To set up an incident in IQCS:

1.  Log in to PeopleSoft and Navigate to **Workforce Development \>
    Competency Management \> Incident Setup.** 'Find an Existing Value'
    search page of Incident Data component.

2.  **Always SEARCH for the incident before you add a new incident. Be
    sure to vary your search criteria to ensure the incident has not
    already been added.**

3.  Click on ![](media/image2.png){width="1.2395833333333333in"
    height="0.2604166666666667in"} hyperlink; this will take you to the
    Incident Data component. Notice that the 'Incident ID' defaults to
    "NEW." This is normal so accept the default.

4.  Click the ![](media/image3.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} button and this will open the
    Incident Data' page with "NEW" in the Incident ID field above
    'Incident Data' box.

5.  Enter the 'Incident Number' just like it would appear on the
    resource order form. For example ID-BOF-331.

6.  Enter the year the incident occurred.

7.  The status will default as 'Active'.

> The incident status will be 'Active' even if the incident is over.
> This allows other account managers to give their responders experience
> on the incident. ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

8.  Enter the date the incident began or use the
    ![](media/image5.png){width="0.1875in" height="0.1875in"} calendar
    feature to select 'Begin Date'.

9.  Only enter the 'End Date' if you are confident that the incident has
    been completed, is extinguished, etc. End Date is not required to
    save the incident.

10. Enter the Incident Name. (For example: Fawn Creek Complex.)

11. Enter the Incident Location. This is an optional field and may be
    used to further describe the incident.

12. ![](media/image6.jpeg){width="1.5125in"
    height="1.4534722222222223in"}Enter or utilize the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} to lookup
    the Event Code. The most commonly used code for incidents will be WF
    for Wildland Fire.

13. Enter or utilize the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to lookup and select the Complexity level of the
    incident.

14. Select Fuel Type.

> ![](media/image10.png){width="1.71875in"
> height="1.2604166666666667in"}

15. The Event Category Field will auto fill with appropriate value based
    on Event Code entered above, i.e. the event code of WF (wildfire),
    and RX (prescribed fire) both have the Event Category of FI (Fire).

16. Enter or utilize the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to lookup the appropriate size class alpha code
    e.g., (A, B, C, etc).

17. Enter the Unit ID for the Incident Owner.

18. Enter the country code. For most incidents the default of **USA**
    will suffice.

19. Enter the 2-character state code or utilize the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} to lookup
    the state in which the incident occurred. (The field will not accept
    the full name of the state.)

20. Click the ![](media/image11.png){width="0.6354166666666666in"
    height="0.16666666666666666in"} button. The word "Processing" should
    flash on upper right of screen, followed by "Saved."

21. IQCS will assign an Incident ID number to the incident once you
    click 'save'. This is a sequential computer generated number.

> NOTE: Once the incident is setup the 'Incident Particulars' can be
> changed at the experience record for each responder. You do not have
> to change the 'Incident Particulars' at the setup. Responders will get
> experience when the incident is in various stages of complexity, size,
> fuel type, etc. You will make these changes on the experience record.
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

  -----------------------------------------------------------------------
  ![](media/image12.png){width="5.178472222222222in"
  height="2.740972222222222in"}

  -----------------------------------------------------------------------

> ![](media/image13.png){width="0.1638888888888889in"
> height="0.2388888888888889in"}

You have now defined the Incident.

**Exercise 6-1 -- Create Incident Data**

+----+----------------------------------------------------+-----------+
| ** | **Action**                                         | **Input** |
| St |                                                    |           |
| ep |                                                    |           |
| ** |                                                    |           |
+====+====================================================+===========+
| *  | Navigate to: **Workforce Development \> Competency |           |
| *1 | Management \> Incident Setup**                     |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | Search for incident by year -- this is a "Best     | 2005      |
| *2 | Practice" to reduce the number of duplicate        |           |
| ** | incidents added to IQCS.                           | **        |
|    |                                                    | Reference |
|    |                                                    | handout   |
|    |                                                    | sheet --  |
|    |                                                    | Incident  |
|    |                                                    | #1**      |
+----+----------------------------------------------------+-----------+
| *  | Click on "Add a New Value" tab                     | NEW       |
| *3 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | Incident ID "NEW"                                  | Default   |
| *4 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | Incident Number                                    | **        |
| *5 |                                                    | Reference |
| ** |                                                    | handout   |
|    |                                                    | sheet --  |
|    |                                                    | Incident  |
|    |                                                    | #1**      |
+----+----------------------------------------------------+-----------+
| *  | Year                                               | 2005      |
| *6 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | Select Status                                      | "Active"  |
| *7 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | Begin Date                                         | 7/20/2005 |
| *8 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| *  | End Date                                           | Leave     |
| *9 |                                                    | blank     |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Incident Name                                      | **        |
| 10 |                                                    | Reference |
| ** |                                                    | handout   |
|    |                                                    | sheet --  |
|    |                                                    | Incident  |
|    |                                                    | #1**      |
+----+----------------------------------------------------+-----------+
| ** | Incident Location                                  | Atlanta,  |
| 11 |                                                    | ID        |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Event Code                                         | WF        |
| 12 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Select Complexity                                  | Type 3    |
| 13 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Select Fuel Type                                   | Timber    |
| 14 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Event Category -- this field automatically fills   | Accept    |
| 15 | when the Event Code is defined. FI = Fire          | Default   |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Size Class                                         | D         |
| 16 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Unit ID for the Incident Owner                     | ID-BOF    |
| 17 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Country                                            | "USA"     |
| 18 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | State                                              | ID        |
| 19 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Click on "Save" button                             |           |
| 20 |                                                    |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+
| ** | Write down the incident id number on student data  |           |
| 21 | sheet                                              |           |
| ** |                                                    |           |
+----+----------------------------------------------------+-----------+

**Proficiency Questions**

1.  Why is it recommended important to search for your incident before
    you enter it?

2.  Name 3 other types of Event Categories that you might commonly use.

**Activity Overview -- Enter Experience by Employee**

Documentation of experience is an important component of the incident
qualification system. A responder's incident experience establishes
prerequisite experience, updates currency, and provides the responder
with a permanent record of their incident experience over time. In this
activity we will look at the process of crediting experience for one
individual at a time.

![](media/image14.jpeg){width="0.3597222222222222in"
height="1.261111111111111in"}

**Instructions**

1.  Navigate to **Workforce Development \> Competency Management \>
    Experience by Employee.**

2.  Enter in the last name of the responder you wish to document
    experience for in the last name search field.

> ![](media/image15.png){width="3.8541666666666665in"
> height="2.0416666666666665in"}

3.  Click the ![](media/image16.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} button and the system should return
    a list of all responders in your account with the same last name or
    common letters you entered.

4.  Clicking on the desired responders name will bring you to the
    'Experience by Employee' page with 'EmplID' and employee's name
    filled in.

5.  The 'Incident ID:' contains a system-generated number and is used by
    the system to distinguish each Incident as unique. This field will
    most likely not be the primary key used when searching for an
    existing incident. However, clicking on the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} will offer
    additional meaningful criteria to search for an existing incident.

> ![](media/image17.png){width="3.801388888888889in" height="2.84375in"}

6.  Once you have found the correct incident click the hypertext link
    next to the correct incident. The 'Experience by Employee' page,
    Employee's name and EmplID, and name and Incident ID filled in. Some
    data in 'Incident Details' box may be filled in automatically.

7.  Enter position mnemonic or use the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} lookup and
    select the code for the position performed on incident e.g., HECM
    for Helicopter Crew Member.

> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}
>
> You will only be able to give experience for positions that the
> responder has as qualified or qualified trainee.
>
> ![](media/image18.jpeg){width="5.251388888888889in"
> height="2.9069444444444446in"}

8.  In the 'Arrival Date' field enter the date the responder first
    worked on the incident.

9.  Enter the number of Operational Periods ("Ops Periods") employee was
    assigned to this incident.

10. In the Experience Status field select the status of the responder
    when he or she gained the experience i.e., 'Trainee' or 'Qualified.'

11. The 'Incident Complexity' field may already be filled in. Since
    incident complexity changes over time for various reasons check the
    responder's documentation of incident complexity and compare the
    two. You may update incident complexity to match the complexity in
    effect during the responder's experience.

12. The 'Event Code:' should have been filled in by the person creating
    the incident. In the rare event that the event type changed you may
    update this field if appropriate. For example, an incident that
    starts out as a Wildland Fire Use Incident, WU, but later becomes a
    Wildland Fire Incident, WF.

13. The 'Incident Size Class' should be pre-filled but can be updated to
    match size class at time of responder's experience.

14. The 'Incident Number:' should be populated by Incident selected
    above.

15. Enter the Request Number order type if known. **This is an optional
    field.**

+-----------------------------------------------------------------------+
| > ![](media/image19.png){width="2.1875in" height="0.5in"}             |
+-----------------------------------------------------------------------+

16. Enter the request number if known. **This field is optional.**

17. Click ![](media/image11.png){width="0.6354166666666666in"
    height="0.16666666666666666in"} and "Processing" should flash in the
    upper right corner, followed by
    "Saved."![](media/image13.png){width="0.1638888888888889in"
    height="0.2388888888888889in"}

> You have now entered experience by employee.

**Exercise 6-2 -- Enter Experience by Employee**

  -----------------------------------------------------------------------------
  **Step**   **Action**                                       **Input**
  ---------- ------------------------------------------------ -----------------
  **1**      Navigate to: **Workforce Development \>          
             Competency Management \> Experience by           
             Employee**                                       

  **2**      Lookup employee by last name or empl id          Taylor

  **3**      Click 'Search' button.                           

  **4**      Click hypertext link for desired employee.       Taylor,Dirk

  **5**      Click the plus                                   
             ![](media/image20.jpeg){width="0.1875in"         
             height="0.17708333333333334in"} on the visible   
             experience record.                               

  **6**      Incident Number -- the incident created in       **Reference
             exercise 6-1. Type in the incident number you    handout sheet --
             wrote down or look it up using the magnifying    Incident \# 1**
             glass                                            

  **7**      Enter/Select Job Code                            STEN

  **8**      Arrival Date (first date this individual worked  07/25/2005
             on the incident.)                                

  **9**      Operational Periods ("Ops Periods")              10

  **10**     Experience Status ('Exp Status').                Qualified

  **11**     Select 'Incident Complexity' of the incident.    Type 1
             (Complexity may be pre-filled; select the        
             complexity in effect when employee was           
             assigned.)                                       

  **12**     Event Code                                       WF

  **13**     Incident Size Class                              G

  **14**     Incident Number                                  Auto-populated

  **15**     Request Type (small box right of Incident Number The letter "O"
             field). (Not required.)                          

  **16**     Enter the request number. (Not required.)        10

  **17**     **Add another Incident Experience**              

  **18**     Click the "+" to add a new record                

  **19**     Incident Number -- Incident #1 on handout sheet  **Reference
                                                              handout sheet --
                                                              Incident #1**

  **20**     Enter/Select Job Code                            BCMG

  **21**     Arrival Date (first date this individual worked  08/05/2005
             on the incident.)                                

  **22**     Operational Periods ("Ops Periods")              4

  **23**     Experience Status ('Exp Status').                Trainee

  **24**     Select 'Incident Complexity' of the incident.    Type 2
             (Complexity may be pre-filled; select the        
             complexity in effect when employee was           
             assigned.)                                       

  **25**     Event Code                                       WF

  **26**     Incident Size Class                              G

  **27**     Incident Number                                  Auto-populated

  **28**     Request Type (small box right of Incident Number O
             field).                                          

  **29**     Enter the request number.                        151

  **30**     Click 'Save' button.                             
  -----------------------------------------------------------------------------

![](media/image14.jpeg){width="0.3597222222222222in"
height="1.261111111111111in"}

**Proficiency Questions**

1.  Once you set up the incident, can you change the incident
    particulars on the employee's experience record?

2.  Can you give an employee experience for a position that they are not
    qualified for?

**Activity Overview -- Enter Experience by Incident**

In this activity we will cover how to Enter Experience by Incident. The
Enter Experience by Incident function is used primarily when crediting
experience on one incident for multiple responders. This is likely to
occur when an entire crew, module, or team gains experience on the same
incident.

All positions have requirements for currency of experience. Currency
time frames are determined in processes external to IQCS. Position
Currency for Air Operations and Expanded Dispatch jobs is 3 years. For
all other Positions in the PMS 310-1, it is 5 years. Authorizing
agencies/entities establish currency for all other
positions.![](media/image14.jpeg){width="0.3597222222222222in"
height="1.261111111111111in"}

Currency in Incident positions can be maintained in the following ways:

-   By successful performance in the position qualified within the given
    time frame.

-   By successful performance in a higher position for which that
    position is a prerequisite, providing the individual was previously
    qualified in that position.

-   By successful performance in a position that is identified as [other
    position assignments that will maintain currency]{.underline} for
    the subject position.

The IQCS system will evaluate employee/individual records for all
positions for currency of experience and other currency requirements
(fitness or medical tests, external licenses, recurrent training).
Directions for running Position Currency Report (C-045) are located in
Module 13 - Reports.

**Instructions**

Find the incident in the Incident Data table:

1.  Navigate to **Workforce Development \> Competency Management
    \>Experience by Incident**. At the 'Find an Existing Value' page
    select search criteria and find the incident you are looking for.

2.  After entering your search criteria, click
    ![](media/image16.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} and the system should return a list
    of all incidents meeting your search criteria.

3.  Click the Incident Name adjacent to the desired incident. This
    action will open the Experience by Incident page. You will see at
    the top of the page the system generated Incident ID and the
    incident name.

> ![](media/image21.jpeg){width="4.007638888888889in"
> height="2.0388888888888888in"}

4.  Select 'Incident Detail' tab.

> ![](media/image22.jpeg){width="5.624305555555556in"
> height="1.304861111111111in"}

5.  Click the ![](media/image20.jpeg){width="0.1875in"
    height="0.17708333333333334in"} to add a new row to credit your
    responder with experience.

6.  Click on the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} look up icon to find and select the responder
    needing experience credited to this incident.

7.  Type/Enter or use ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to select the Job Code the employee held on the
    incident. Only positions in which the responder's status is
    qualified or certified trainee will be available.

8.  In the 'Arrival Date' field enter the date the responder first
    worked on the incident.

9.  Enter the number of Operational Periods ("Ops Periods") employee was
    assigned to this incident.

10. In the Experience Status field select the status of the responder
    when he or she gained the experience i.e., Trainee or Qualified.

11. The 'Incident Complexity' field may already be filled in. Since
    incident complexity changes over time for various reasons check the
    responder's documentation of incident complexity and compare the
    two. Change the incident complexity to match the complexity in
    effect during the responder's operational periods.

12. The 'Incident Size Class' should be pre-filled but can be updated to
    match size class at time of responder's experience. Enter or select
    the Size Class of the incident at the time the employee was assigned
    to the incident.

13. Enter/Select the Fuel Type of the incident at the time this employee
    was assigned to the incident. Fuel Type can change as an incident
    progresses.

14. The 'Event Code:' should have been filled in by the person creating
    the incident. In the rare event that the event type changed, you may
    update this field if appropriate. For example, an incident that
    starts out as a Wildland Fire Use Incident, WU, but later becomes a
    Wildland Fire Incident, WF.

15. Select 'Order Detail' tab. The data on this tab is not required.

16. Enter the Resource Order Incident Number of the Incident.

17. Enter the Request Type code (O, C, A, or E) in the "Request Type
    Field.

18. Enter the Request number for the employee (from the original
    Resource Order, if available).

19. To add another responder to credit experience to this incident
    return to the 'Incident Detail' tab and repeat the steps outlined
    above.

20. Click ![](media/image11.png){width="0.6354166666666666in"
    height="0.16666666666666666in"}at the bottom of page when done.
    "Processing" and "Saved" should flash on screen.

  ------------------------------------------------------------------------------------
  ![](media/image23.png){width="5.46875in"
  height="1.7916666666666667in"}![](media/image14.jpeg){width="0.3597222222222222in"
  height="1.261111111111111in"}

  ------------------------------------------------------------------------------------

**Activity Overview -- Enter Experience by Group**

In this activity we will cover how to Enter Experience by Group. For
instructions on creating a Group see Module 2. Entering Experience by
Group is very similar the Experience by Incident described above.

**Instructions**

Find the incident in the Incident Data table:

1.  Navigate to **Workforce Development \> Competency Management
    \>Experience by Group**. At the 'Find an Existing Value' page select
    search criteria and find the incident you are looking for.

2.  After entering your search criteria, click
    ![](media/image16.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} and the system should return a list
    of all incidents meeting your search criteria.

3.  Click the Incident Name adjacent to the desired incident. This
    action will open the Experience by Incident page. You will see at
    the top of the page the system generated Incident ID and the
    incident name.

4.  Enter or Lookup the Unit ID

5.  Enter or Lookup the Group ID

6.  Click the ![](media/image24.jpeg){width="1.28125in"
    height="0.23958333333333334in"} button.

> ![](media/image25.jpeg){width="5.374305555555556in"
> height="2.0166666666666666in"}

7.  Enter the data for your responders

8.  Click Save.

![](media/image13.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

> You have now Entered Experience by Incident.

**Exercise 6-3 -- Enter Experience by Incident & Experience by Group**

+----+------------------------------------------------+---------------+
| ** | **Action**                                     | **Input**     |
| St |                                                |               |
| ep |                                                |               |
| ** |                                                |               |
+====+================================================+===============+
| *  | Navigate to **Workforce Development \>         |               |
| *1 | Competency Management \> Experience by         |               |
| ** | Incident**                                     |               |
+----+------------------------------------------------+---------------+
| *  | Search for incident by year                    | 2005          |
| *2 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Click 'Search' button.                         |               |
| *3 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Click the Incident ID adjacent to the desired  | **Reference   |
| *4 | incident. Fawn Creek fire, each student has    | handout       |
| ** | their own.                                     | sheet**       |
|    |                                                |               |
|    |                                                | **Incident    |
|    |                                                | #2**          |
+----+------------------------------------------------+---------------+
| *  | Select "Incident Detail" tab.                  | Default       |
| *5 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Click the "Add a row" button ("+").            |               |
| *6 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | First employee to assign to this incident.     | Taylor,Dirk   |
| *7 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Job Code employee held on the incident.        | BCMG          |
| *8 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Employee's arrival date on the incident.       | 8/18/2005     |
| *9 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Operational periods employee worked in this    | 14            |
| 10 | position on this incident.                     |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Experience Status in this position             | T             |
| 11 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Complexity at the time the employee   | Type 1        |
| 12 | was assigned to the incident.                  |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Size Class of the incident at the time the     | G             |
| 13 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Fuel Type                                      | Accept        |
| 14 |                                                | default       |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Event Code of the incident at the time this    | WF            |
| 15 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Select 'Order Detail' tab.                     |               |
| 16 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Number                                | Default       |
| 17 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Enter the Request Type code (O, C, A, or E).   | O             |
| 18 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Request number for the employee (from the      | 25            |
| 19 | original Resource Order, if available).        |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click back on the "Incident Detail" tab        |               |
| 20 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click the "Add a row" button ("+").            |               |
| 21 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Next employee to assign to this incident.      | Garcia,Mark   |
| 22 |                                                |               |
| ** |                                                | **Reference   |
|    |                                                | handout       |
|    |                                                | sheet**       |
+----+------------------------------------------------+---------------+
| ** | Job Code employee held on the incident.        | FFT2          |
| 23 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Employee's arrival date on the incident.       | 8/18/2005     |
| 24 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Operational periods employee worked in this    | 14            |
| 25 | position on this incident.                     |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Experience Status in this position. Changing   | Q             |
| 26 | from default is allowed.                       |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Complexity at the time the employee   | Type 1        |
| 27 | was assigned to the incident.                  |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Size Class of the incident at the time the     | G             |
| 28 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Fuel Type                                      | Accept        |
| 29 |                                                | default       |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Event Code of the incident at the time this    | WF            |
| 30 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Select 'Order Detail' tab.                     |               |
| 31 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Number of the Incident.               | Leave Default |
| 32 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Enter the Request Type code (O, C, A, or E).   | O             |
| 33 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Request number for the employee (from the      | 67            |
| 34 | original Resource Order, if available).        |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Select "Incident Detail" tab again.            |               |
| 35 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click the "Add a row" button ("+").            |               |
| 36 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Next employee to assign to this incident.      | Maki,         |
| 37 |                                                | Christopher   |
| ** |                                                | **Reference   |
|    |                                                | handout       |
|    |                                                | sheet**       |
|    |                                                | ![](media/ima |
|    |                                                | ge14.jpeg){wi |
|    |                                                | dth="0.359722 |
|    |                                                | 2222222222in" |
|    |                                                | hei           |
|    |                                                | ght="1.261111 |
|    |                                                | 111111111in"} |
+----+------------------------------------------------+---------------+
| ** | Job Code employee held on the incident.        | STEN          |
| 38 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Employee's arrival date on the incident.       | 8/28/2005     |
| 39 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Number of operational periods employee worked  | 14            |
| 40 | in this position on this incident.             |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Employee's Experience Status in this position. | Q             |
| 41 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Complexity at the time the employee   | Type 2        |
| 42 | was assigned to the incident.                  |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Size Class of the incident at the time the     | G             |
| 43 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Fuel Type                                      | Accept        |
| 44 |                                                | default       |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Event Code of the incident at the time this    | WF            |
| 45 | employee was assigned to the incident.         |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click on the "Order Detail" tab                |               |
| 46 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Incident Number of the Incident.               | Leave Default |
| 47 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Enter the Request Type code (O, C, A, or E).   | O             |
| 48 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Request number for the employee (from the      | 225           |
| 49 | original Resource Order, if available).        |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Select "Incident Detail" tab again.            |               |
| 50 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click 'Save' Button at bottom of page when     |               |
| 51 | done.                                          |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
|    |                                                |               |
+----+------------------------------------------------+---------------+
| ** |                                                |               |
| Ex |                                                |               |
| pe |                                                |               |
| ri |                                                |               |
| en |                                                |               |
| ce |                                                |               |
| by |                                                |               |
| G  |                                                |               |
| ro |                                                |               |
| up |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Navigate to: **Workforce Development \>        |               |
| *1 | Competency Management \> Experience by Group** |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Incident Number -- Incident #1 on handout      | **Reference   |
| *2 | sheet                                          | handout sheet |
| ** |                                                | -- Incident   |
|    |                                                | #2**          |
+----+------------------------------------------------+---------------+
| *  | Unit ID                                        | Reference     |
| *3 |                                                | handout sheet |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Look up/Enter your group id                    | Reference     |
| *4 |                                                | handout sheet |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Click "Load Responders" button                 |               |
| *5 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Position for Olde Dawg                         | FFT1          |
| *6 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Arrival date                                   | 8/28/2005     |
| *7 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Ops Period                                     | 8             |
| *8 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| *  | Experience Status                              | Q             |
| *9 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Position for Dirk Taylor                       | ENGB          |
| 10 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Arrival date                                   | 8/28/2005     |
| 11 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Ops Period                                     | 8             |
| 12 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Experience Status                              | Q             |
| 13 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Position for Christopher Maki                  | HECM          |
| 14 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Arrival date                                   | 8/28/2005     |
| 15 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Ops Period                                     | 8             |
| 16 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Experience Status                              | Q             |
| 17 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+
| ** | Click "Save"                                   |               |
| 18 |                                                |               |
| ** |                                                |               |
+----+------------------------------------------------+---------------+

**Proficiency Questions Exercise 6-3**

1.  What is the advantage of entering experience by incident?

2.  What do you have to do before you can enter experience by Group?

**Activity Overview -- Initiate Task Book**

In this activity we will cover how to initiate a Task Book for
Individual. When the Task Book is initiated the system will set an
expiration date of 3 years from the date of initiation. The IQCS system
will reset the date of expiration to + 3 years after the first
experience entered that is associated to the Task Book position.

**Instructions**

1.  Navigate to: **Workforce Development \> Competency Management
    \> Position Task Book**. 'Find an Existing Value' search page for
    Task Book function.

2.  Select field in the 'Search By' field.

3.  Enter an employee EmplID or last name in the search field. To narrow
    the search further, enter SetID for agency that the employee works
    for and Org ID or Unit ID.

  -----------------------------------------------------------------------
  ![](media/image26.jpeg){width="5.347222222222222in"
  height="2.803472222222222in"}

  -----------------------------------------------------------------------

4.  Click ![](media/image16.png){width="0.6458333333333334in"
    height="0.23958333333333334in"}. The search should yield a list of
    responders that meet the search criteria entered. The list shows
    employee name, SetID, and Organization Code.

  -----------------------------------------------------------------------
  ![](media/image27.png){width="5.354166666666667in"
  height="0.8541666666666666in"}

  -----------------------------------------------------------------------

5.  Scroll to the employee you are initiating a Task Book for and click
    on their name to select.

6.  Enter or use the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to look up and select the 'SetID" that represents
    where the Position code is defined.

> When positions are defined in the system they are primarily created
> under two SetIDs, FS000 for USFS positions and NWCG0 for Interior
> Agencies' positions. In cases where an agency establishes position
> requirements where none exist in the 310-1 or are in excess of those
> requirements, then it will be defined using the SetID of the
> individual agency (e.g., SetID BIA00 for position RXB3).
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

7.  Enter the Position Code for the Task Book being issued. Once the
    position code has been selected you cannot edit this field. You
    would have to delete the row to correct this if you selected the
    incorrect position code.

> If an individual does not meet the prerequisite competencies for a
> Task Book the system will issue a warning message "This Task Book
> cannot be initiated because the responder has not met all of the
> prerequisite competencies for it." You will not be able to save if the
> prerequisites are not met.
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

8.  Enter the Initiation date or use the calendar icon
    ![](media/image5.png){width="0.1875in" height="0.1875in"} to select
    the Task Book initiation date. Notice that the initiation date
    defaults to today's date. Expiration date should show 3 years from
    date entered in 'Initiate Dt:'
    field.![](media/image14.jpeg){width="0.3597222222222222in"
    height="1.261111111111111in"}

9.  The status of the Task Book will default to "Active".

10. Click ![](media/image11.png){width="0.6354166666666666in"
    height="0.16666666666666666in"} The word "Processing" in red should
    flash in upper right corner of screen, followed by "Saved" in blue.

  -----------------------------------------------------------------------
  ![](media/image28.jpeg){width="5.343055555555556in"
  height="1.5444444444444445in"}

  -----------------------------------------------------------------------

![](media/image13.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

> You have now Initiated Task Book for an Individual.

**Exercise 6-4 -- Initiate Task Book**

+----+---------------------------------------------------+------------+
| ** | **Action**                                        | **Input**  |
| St |                                                   |            |
| ep |                                                   |            |
| ** |                                                   |            |
+====+===================================================+============+
| *  | Navigate to: **Workforce Development \>           |            |
| *1 | Competency Management \> Position Task Book**     |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Select search field                               | Last Name  |
| *2 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Enter value to search on after "begins with"      | Taylor     |
| *3 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Press 'Enter' key on keyboard, or Click 'Search'  |            |
| *4 | button.                                           |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Select (click hyperlink next to) the correct      | T          |
| *5 | employee name                                     | aylor,Dirk |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | The Position Task Book page will open.            |            |
| *6 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Click the "+" button on a existing Task Book to   |            |
| *7 | add a row.                                        |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | SetID                                             | NWCG0 for  |
| *8 |                                                   | Interior   |
| ** |                                                   |            |
|    |                                                   | FS000 for  |
|    |                                                   | Forest Svc |
+----+---------------------------------------------------+------------+
| *  | Job Code for the Task Book.                       | STCR       |
| *9 |                                                   |            |
| ** | Once you select the job code it cannot be         |            |
|    | changed. If the individual does not have the      |            |
|    | pre-requisite competencies for the Task Book the  |            |
|    | system will give you a warning stating this.      |            |
+----+---------------------------------------------------+------------+
| ** | Initiation date of the Task Book                  | 08/12/2005 |
| 10 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Task Book Status will default to:                 | "Active"   |
| 11 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Click 'Save' button at bottom of screen.          |            |
| 12 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+

**Proficiency Questions**

1.  Can you initiate a Task Book for a position if the responder does
    not have the required pre requisites?

**Activity Overview -- Document Position Task Book (PTB) Performance
Assignment**

In this activity we will cover how to Document the Task Book Position
Performance Assignment. The first experience documented in the system
for associated to a Task Book will reset the date for the Task Book to
expire to 3 years after the date of the experience entered for this
position.

**Instructions**

1.  Navigate to: **Workforce Development \> Competency Management
    \> Position Task Book**
    ![](media/image14.jpeg){width="0.3597222222222222in"
    height="1.261111111111111in"}

2.  Enter the search criteria to find and select your responder's
    Position Task Book record.

3.  On the 'Position Task Book' page the Employee's name and EmplID are
    at the top of the page.

> ![](media/image29.jpeg){width="5.625in" height="2.2423611111111112in"}

4.  Select the appropriate Task Book row to document the position
    performance assignment.

5.  Click on the ![](media/image30.jpeg){width="0.71875in"
    height="0.22916666666666666in"} button.

6.  The evaluation page will come up.

> ![](media/image31.jpeg){width="5.6097222222222225in"
> height="2.8534722222222224in"}

7.  Enter the evaluation date in the Eval Dt field that is written in
    the Task Book

8.  Look Up and then select the 'Incident ID' by Clicking on the
    ![](media/image9.png){width="0.1875in" height="0.1875in"}. Lookup
    Incident ID' page.

> When looking up the 'Incident ID' the system will only return in its
> list incidents in which the responder has had experience recorded in
> the specific Task Book position you are searching for. For example if
> you are searching to document a position performance assignment as a
> CRWB (T) the system will only return those incidents where the
> responder has incident experience recorded for CRWB (T).
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}
>
> If "No matching values were found", it will be necessary to return to
> **Experience by Employee** and enter the responder's experience. After
> entering experience you can return to the 'Position Task Book' and
> continue with documenting the position performance assignment. If the
> incident on which the Task Book was completed is not in the list, you
> just found out what the Activity Overview meant at the beginning of
> this section. Go back and enter incident experience for this
> responder.

  -----------------------------------------------------------------------
  ![](media/image32.jpeg){width="1.5in" height="1.9166666666666667in"}

  -----------------------------------------------------------------------

9.  Select the appropriate incident for this Task Book. Task Book
    Evaluation page will open again with the selected incident filled
    in.

10. In the Evaluator ID field type the Empl ID of the evaluator or enter
    00000000 and Click on the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to search and select the Evaluator ID. Utilize
    the search menu to define and narrow your search for the evaluator.
    Be sure to clear the "0's" from the Empl ID field.

> The IQCS application will only return those account holders that hold
> the qualification required to be an evaluator for the specified
> position. For example, if the position evaluated was HECM, Helicopter
> Crew Member, then the system would return only those account holders
> that have HECM in their competency records.
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

  ------------------------------------------------------------------------------------
  ![](media/image33.png){width="4.364583333333333in"
  height="2.2604166666666665in"}![](media/image14.jpeg){width="0.3597222222222222in"
  height="1.261111111111111in"}

  ------------------------------------------------------------------------------------

11. If "No matching values were found," type in the evaluator's name,
    address, and phone number in the Name field below where it says 'if
    Evaluator is not in the IQCS System.' Once you have typed the name
    in the name field and hit the tab key, the fields for address and
    phone number will appear. This situation may occur when evaluator
    was a cooperator such as a state employee, or municipal fire
    department employee, or if the evaluator does not have the position
    on their qual card, i.e. ICT4 may not have ICT5 on their qual card.

> ![](media/image34.jpeg){width="5.235416666666667in"
> height="0.7388888888888889in"}

12. Click the appropriate "radio button"
    (![](media/image35.png){width="0.1875in"
    height="0.19791666666666666in"}) in the 'Task Book Evaluation Cd'
    box. When you click on the 'Successful' radio button, you cannot
    change this. If you choose this radio button by mistake, delete the
    row or return to search without saving to refresh the screen and
    begin again.

> ![](media/image31.jpeg){width="5.6097222222222225in"
> height="1.426388888888889in"}

13. If evaluator included written comments on Task Book evaluation
    record, Click ![](media/image36.png){width="1.1354166666666667in"
    height="0.20833333333333334in"} button. Type in the comments in the
    Task Book comments screen. This is not required in IQCS, but is a
    place to track this data if you like.

14. Click ![](media/image37.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} at bottom of the 'Comments' page,
    Task Book Event page.

15. Click ![](media/image11.png){width="0.6354166666666666in"
    height="0.16666666666666666in"} at bottom of page. The word
    'Processing' in red should flash in upper right corner of screen,
    followed by 'Saved' in blue.

> **The only position performance evaluation that is required by IQCS is
> the 'Successful' evaluation**. Recording the position performance
> evaluations for earlier tasks is optional. Continue reading for
> instructions on completing and certifying the Task Book. Remember, the
> Task Book expire date is reset after the first experience for the
> position is entered, not after an evaluation is entered on the Task
> Book pages. ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

![](media/image13.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

You have now documented a Position Performance Assignment.

**Exercise 6-5 -- Document Task Book Position Performance Assignment**

> Enter the following data into the system using the instruction set
> above.
>
> Activity: Document Task Book Position Performance Assignment.

+----+---------------------------------------------------+------------+
| ** | **Action**                                        | **Input**  |
| St |                                                   |            |
| ep |                                                   |            |
| ** |                                                   |            |
+====+===================================================+============+
| *  | Navigate to: **Workforce Development \>           |            |
| *1 | Competency Management \> Position Task Book**     |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Select search field                               | Last       |
| *2 |                                                   | Name![     |
| ** |                                                   | ](media/im |
|    |                                                   | age14.jpeg |
|    |                                                   | ){width="0 |
|    |                                                   | .359722222 |
|    |                                                   | 2222222in" |
|    |                                                   | height="1  |
|    |                                                   | .261111111 |
|    |                                                   | 111111in"} |
+----+---------------------------------------------------+------------+
| *  | Enter value to search on after "begins with"      | Taylor     |
| *3 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Press 'Enter' key on keyboard, or Click 'Search'  |            |
| *4 | button.                                           |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Select (click hyperlink next to) the correct      | T          |
| *5 | employee name                                     | aylor,Dirk |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | The Position Task Book page will open.            |            |
| *6 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Locate the appropriate Task Book row.             | BCMG       |
| *7 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| *  | Click on the yellow 'Evaluation' button. This     |            |
| *8 | will take you to the page to enter evaluation     |            |
| ** | data.                                             |            |
+----+---------------------------------------------------+------------+
| *  | Enter the Eval Dt                                 | 08/30/2005 |
| *9 |                                                   |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Look Up 'Incident ID' by Clicking on the          |            |
| 10 | magnifier.                                        |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Select the Incident on which the Task Book        | *          |
| 11 | assignment was performed. (this is the incident   | *Reference |
| ** | experience for BCMG documented in the earlier     | Handout    |
|    | exercise, there should be only one incident)      | Sheet**    |
|    |                                                   |            |
|    |                                                   | Fawn Creek |
+----+---------------------------------------------------+------------+
| ** | Evaluator ID (EmplID of the person who completed  | Click the  |
| 12 | the evaluation record being entered).             | ![](medi   |
| ** |                                                   | a/image9.p |
|    |                                                   | ng){width= |
|    |                                                   | "0.1875in" |
|    |                                                   | height="   |
|    |                                                   | 0.1875in"} |
+----+---------------------------------------------------+------------+
| ** | Enter the Evaluator's last name in the search     | Konda      |
| 13 | field.                                            |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Click in the appropriate 'radio button' in the    | Successful |
| 14 | "Task Book Evaluation Cd" box.                    |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | If evaluator included written comments on Task    |            |
| 15 | Book evaluation record, Click "Comments" button.  |            |
| ** |                                                   |            |
+----+---------------------------------------------------+------------+
| ** | Comments                                          | Dirk is a  |
| 16 |                                                   | competent  |
| ** |                                                   | Base Camp  |
|    |                                                   | Manager.   |
+----+---------------------------------------------------+------------+
| ** | Click 'OK' at bottom of 'Comments' page.          | !          |
| 17 |                                                   | [](media/i |
| ** |                                                   | mage38.png |
|    |                                                   | ){width="0 |
|    |                                                   | .645833333 |
|    |                                                   | 3333334in" |
|    |                                                   | h          |
|    |                                                   | eight="0.2 |
|    |                                                   | 3958333333 |
|    |                                                   | 333334in"} |
+----+---------------------------------------------------+------------+
| ** | Click 'Save' button at bottom of page.            | !          |
| 18 |                                                   | [](media/i |
| ** |                                                   | mage11.png |
|    |                                                   | ){width="0 |
|    |                                                   | .635416666 |
|    |                                                   | 6666666in" |
|    |                                                   | h          |
|    |                                                   | eight="0.1 |
|    |                                                   | 6666666666 |
|    |                                                   | 666666in"} |
+----+---------------------------------------------------+------------+

**Proficiency Questions**

1.  Scenario: You are at the Evaluation page you click on the magnifying
    glass to look up the Incident ID and there are no incidents to
    choose from -- what should you do?

2.  Scenario: You are at the Evaluation page and you click the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} to find
    the Evaluator ID. The Evaluator you are looking for does not come up
    when you search -- list one reason why not.

3.  In the previous scenario you could not find your evaluator, what
    should you do?

4.  **Activity Overview -- Task Book Eval Report, C-150**

> So far in Module 6 you documented a Task Book Position Performance
> Assignment. You may now want to run the Trainee Eval Report, C-150.
> This report can aid the Certifying Official in analyzing their
> responder's performance to gauge their progress toward position
> qualification. The evaluator's comments on the position Task Book
> contained within the report may also be helpful in planning or making
> the responder(s) available for additional position performance
> assignments that will conform to the needs outlined in the Task Book
> e.g., experience in a specific fuel type, or during certain time
> frames within the life of an incident, etc. To review procedures for
> running reports, refer to Module 12 REPORTS.

**Activity Overview -- Position Task Book Certification**

In this activity we will cover how to handle Position Task Book
certification. It is important to remember that both an experience
assignment on an incident and the Task Book Certification need to be
completed, in that order. The Task Book can not be certified without an
incident experience in that position. (The incident may be a simulation
if appropriate, or even a training course in some cases, but in most
cases must be an actual incident assignment.)

**Instructions**

1.  Navigate to: **Workforce Development \> Competency Management \>
    Position Task Book**. "Find an Existing Value" search page is shown.

2.  Enter values in the search fields to lookup the employee that you
    are working with.

3.  Press 'Enter' key on keyboard, or Click
    ![](media/image39.png){width="0.6458333333333334in"
    height="0.23958333333333334in"}button. 'Search Results' list of all
    'your' accounts is shown.

4.  Select (click hyperlink next to) the correct employee name. The
    application opens the Position Task Book pages, on one of two tabs.
    Selected employee's name appears above blue navigation bar. If the
    responder has more than one Task Book multiple rows will be
    displayed.

5.  Click on ![](media/image30.jpeg){width="0.71875in"
    height="0.22916666666666666in"} button on the appropriate Task Book
    row. This will bring up the Task Book Evaluations data page.

> ![](media/image40.png){width="5.236805555555556in"
> height="3.2645833333333334in"}

6.  Enter the evaluation date in the Eval Dt field that is written in
    the Task Book

7.  Lookup Incident ID (click on the
    ![](media/image41.png){width="0.1875in" height="0.1875in"}). You
    will be presented with a list of incidents that this employee has
    experience on in this position.

> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}
>
> If the incident on which the Task Book was completed is not in the
> list, you just found out what the Activity Overview meant at the
> beginning of this section. Go back and enter incident experience for
> this responder.
>
> ![](media/image14.jpeg){width="0.3597222222222222in"
> height="1.261111111111111in"}

8.  Select the appropriate incident for this Task Book. Task Book
    Evaluation page will open again with the selected incident filled
    in.

9.  In the Evaluator ID field type the Empl ID of the evaluator or enter
    00000000 and Click on the ![](media/image9.png){width="0.1875in"
    height="0.1875in"} to search and select the Evaluator ID. Utilize
    the search menu to define and narrow your search for the evaluator.
    Be sure to clear the "0's" from the Empl ID field.

> The IQCS application will only return those account holders that hold
> the qualification required to be an evaluator for the specified
> position. For example, if the position evaluated was HECM, Helicopter
> Crew Member, then the system would return only those account holders
> that have HECM in their competency
> records.![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

10. Click the "radio button" (![](media/image35.png){width="0.1875in"
    height="0.19791666666666666in"}) next to "Successful."

> Once this radio button is clicked the fields will 'grey out' and
> cannot be changed. If you have clicked the "Successful" radio button
> by mistake, delete the row or "return to search" without saving to
> start over. ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}

11. Click ![](media/image42.png){width="1.1666666666666667in"
    height="0.23958333333333334in"} button above "Task Book Evaluation
    Cd" box. The Task Book Event Comments page will open.

12. Type in the comments (if any) written by the final evaluator in the
    final evaluation record of the Task Book.

13. Click ![](media/image43.png){width="0.6354166666666666in"
    height="0.22916666666666666in"}. You will again see the Task Book
    Evaluation page, with all pertinent fields full.

14. Click ![](media/image44.png){width="0.6354166666666666in"
    height="0.16666666666666666in"} at bottom left of page. Red
    'Processing' flashes followed by blue 'Saved.'

15. Click on the "Task Book Certification" tab.

16. Click on the yellow ![](media/image45.jpeg){width="0.625in"
    height="0.23958333333333334in"} button to open the 'Certifier ID'
    and the 'Certifying Date' fields.

> ![](media/image46.jpeg){width="5.247222222222222in"
> height="1.5923611111111111in"}

17. Enter the Certifying Official's 'Empl ID' or Click on the
    ![](media/image9.png){width="0.1875in" height="0.1875in"} to search
    and select the Certifier ID. Utilize the search menu to define and
    narrow your search for the evaluator.

18. Enter the certification date.

19. Check the "Task Book Certified" box.

20. Click ![](media/image44.png){width="0.6354166666666666in"
    height="0.16666666666666666in"}. Record will be saved and the fields
    will no longer be editable.

21. Click on the Task Book Tab to confirm 'Status' has been updated from
    Active to Certified.

> The Certification of the Task Book changes the status of the Task Book
> on the employee's competency record and awards the position competency
> to that employee. The Incident Qualification Card is updated with the
> Qualified status for that position with the previous status as
> trainee. Because these functions are tied together once the Certify TB
> box is checked and the record saved you will not be able to edit this
> information. If you have mistakenly certified a Task Book and need
> these competencies removed, contact the IQCS help desk.
> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}
>
> Now you can confirm that IQCS has captured the successful completion
> of the Task Book and applied the Position Competency to the
> responder's record. Check the employee's competencies and incident
> qualification card.

22. Navigate to: **Workforce Development \> Competency Management \>
    Competencies**. Find an Existing Value page.

23. Search Empl ID, Last Name or other search criteria.

24. Click ![](media/image39.png){width="0.6458333333333334in"
    height="0.23958333333333334in"} and select desired employee.
    Competencies page will open on Competency Rating tab.

25. Confirm the Task Book AND Position Competency for the relevant
    position have been awarded by the system. For example, the "ENGBTB"
    and "ENGB" competency codes should be in the listed if the Strike
    Team Leader Task Book was certified.

> ![](media/image47.jpeg){width="5.41875in" height="1.175in"}
>
> And one more place we can see the results:

26. Navigate to: **Workforce Development \> Competency Management \>
    Incident Qual Card.** The Incident Qualification Card search screen,
    'Find an Existing Value' tab will open.

27. Enter Last Name after "begins with" and click
    ![](media/image39.png){width="0.6458333333333334in"
    height="0.23958333333333334in"}.

28. Select the Employee to work on from the Search Results list. The
    Qualifications page for this employee will open.

29. Click on the Show Qual Card Details
    Button![](media/image48.jpeg){width="1.7604166666666667in"
    height="0.46875in"}.

> ![](media/image49.jpeg){width="5.58125in"
> height="4.123611111111111in"}![](media/image14.jpeg){width="0.3597222222222222in"
> height="1.261111111111111in"}

30. If 'Certifying Official' field is empty, select one from the lookup.

31. Enter the number "1" in 'Priority' field next to the job you want
    printed first on the Qualification Card.

32. Confirm that the Experience Status ("Exper Status") box contains the
    appropriate status. (A "B" indicates the job is blocked and won't
    print, regardless of 'Print to Card' or 'Certify' checkboxes.)

33. Check the 'Print to Card' box for that job.

34. Check the "Certify Position" box for that job.

> ![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}![](media/image4.jpeg){width="0.3958333333333333in"
> height="0.31875in"}
>
> Jobs will not print on card unless both Print to Card and Certify
> Position boxes are checked, and these steps are required for every job
> you want to print on the card.

35. Enter the number "2" into 'Priority' field next to the position you
    want to print second on the card. Repeat steps 48 through 52 for
    every job you want to show up on the Incident Qualification Card.

36. Confirm that trainee positions show an expiration date for any open
    Task Book.

![](media/image13.png){width="0.1638888888888889in"
height="0.2388888888888889in"}

> You have now Certified a responder's Position Task Book, and certified
> jobs for the Incident Qualification Card for printing.

# Exercise 6-6 -- Task Book Certification ![](media/image14.jpeg){width="0.3659722222222222in" height="1.2597222222222222in"}

  ---------------------------------------------------------------------------------
  **Step**        **Action**                                      **Input**
  --------------- ----------------------------------------------- -----------------
  **1**           **Navigate to: Workforce Development \>         
                  Competency Management \> Position Task Book**   

  **2**           Select search field                             Last Name

  **3**           Enter value to search on after "begins with"    Taylor

  **4**           Press 'Enter' key on keyboard, or Click         
                  'Search' button.                                

  **5**           Select (click hyperlink next to) the correct    Taylor,Dirk
                  employee name                                   

  **6**           The Position Task Book page will open.          

  **7**           Click on the "Certification" tab. Click on      
                  "Refresh" button to open certifying official    
                  field.                                          

  **8**           Enter the Certifying Official's 'Empl ID'. This **Reference
                  is the Empl ID for the person who Certified the Handout Sheet**
                  Task Book, FMO, Supervisor, etc.                

  **9**           Certification date                              09/20/2005

  **10**          Check the "Task Book Certified" box.            Check Certify TB

  **11**          Click "Save" button.                            

  **12**          Click on the first Task Book Tab to see that    
                  the status of the BCMG Task Book has changed    
                  from 'Active' to 'Certified'                    

  ***To see how                                                   
  the                                                             
  certification                                                   
  of the Task                                                     
  Book affected                                                   
  the competency                                                  
  record.***                                                      

  **1**           **Navigate to: Workforce Development \>         
                  Competency Management \> Competencies**         

  **2**           Search by Last Name                             Taylor

  **3**           Click 'Search' button.                          

  **4**           Select desired employee                         Taylor,Dirk

  **5**           Select "Competency Assignment" tab.             

  **6**           Confirm the Task Book AND Position Competencies 
                  for BCMG have been awarded by the system.       

  **7**           If either competency is not listed, ask         
                  instructor/coach for help figuring out what     
                  happened.                                       

  ***To see how                                                   
  the                                                             
  certification                                                   
  of the Task                                                     
  Book affected                                                   
  the incident                                                    
  qual card.***                                                   

  **1**           **Navigate to: Workforce Development \>         
                  Competency Management \> Incident Qual Card -** 
                  to view that BCMG has been updated to Q on the  
                  Qual Card.                                      

  **2**           Enter Last Name after "begins with"             Taylor

  **3**           Select the Employee to work on.                 Taylor,Dirk

  **4**           If 'Certifying Official' field is empty, select Steve Supervisor
                  one from the lookup.                            

  **5**           Check the print to card box. Wait for           Check in the
                  processing to complete before continuing.       'Print to Card'
                                                                  box

  **6**           Check the Certify Position box. Wait for        Check in the
                  processing to complete before continuing.       'Certify
                                                                  Position' box

  **7**           Click "Save".                                   
  ---------------------------------------------------------------------------------

**Proficiency Questions**

1.  What 3 steps do you have to complete to certify the taskbook?

2.  When you certify the taskbook, what happens on the responder's
    competency page?

3.  When you certify the taskbook, what happens on the responder's Qual
    Card page?

> IQCS Account Manager Training

![](media/image1.png){width="1.3333333333333333in"
height="1.375in"}![](media/image50.jpeg){width="0.3597222222222222in"
height="1.261111111111111in"}

> Review

Instructions: Complete the following scenario resulting in qualifying
Dirk Taylor as a TFLD. Refer to the IQCS Student Workbook for detailed
instructions for each step if needed.

Module 4

1.  Navigate to Dirk Taylor's training record and give him credit for
    taking S300 last May. (You choose the date) Be sure to show his
    status as complete.

Module 6

1.  Initiate a ICT3 task book for Dirk Taylor last May. (You choose the
    date)

2.  Create an incident for this year (your choice).

3.  Give Dirk Taylor an experience for ICT3 under 'Experience by
    Employee'

4.  Look up another current incident and give Dirk a second experience
    for ICT3 under the 'Experience by Employee' menu.

5.  Certify the task book

Module 5

1.  Open Dirk Taylor's Qual Card

2.  Check the "certify" and "print to card" boxes and save.

3.  Run Dirk Taylor's Qual Card print.

**Time Allotted**

30 minutes