Responder Portal PTB Management for Evaluators

Once assigned as a PTB Evaluator for a Trainee/Candidate, individuals are able to perform a number of actions as their Trainee/Candidate works through their assigned PTB.

The sections below provide steps on how to:

  • Add comments, attach documents, and send messages.
  • Endorse PTB tasks, additional qualification requirements, and PTB skillsets.
  • Respond to a PTB evaluator request.
  • Update the status of PTB training requirements.
  • Waive a training course.

Add Comments, Attach Documents, and Send Messages

Add Comments:
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB which you are an evaluator for.
  3. Locate the 'Comments' menu bar.
  4. Select '^' to expand the grid and view all comments that have been previously added to the PTB.
  5. To record a new comment, select 'Record Comment' on the far-right of the menu bar. This will open a text-input modal.

    Record comments

  6. Type in your comment into the text input field.
  7. Select Save in the bottom right of the modal. This will add the comment to your PTB.
  8. Once you select Save, this will add the comment to the PTB, and all personnel who have access to the PTB will be able to view the comment.
Attach Documents:
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB in which you are the Evaluator for.
  3. Select '^' to expand the grid and view a list of all documents that have previously been attached to the PTB. You are able to download a copy of each attachment by clicking its name.
  4. To add a new attachment, select Attach Document on the far-right of the Documents menu bar. This will open a modal containing a document upload tool and an optional comment box.

    Attach documents

  5. Search for the appropriate document on your computer by clicking Select File
  6. If you would like to a add a comment to contextualize your attachment, type it into the Comment field.
  7. Select Save in the bottom right of the modal. This will confirm your upload and attach the document to your PTB. Once you select Save, this will attach the document to the PTB, and all personnel who have access to the PTB will be able to view the contextualizing comment and download a copy of the attachment.
Send Messages:
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB in which you are an Evaluator for.
  3. Locate the 'Messages' menu bar.
  4. Select '^' to expand the grid and view a list of all messages that have previously been sent. All messages will be visible, along with the date upon which they were sent and the selected recipient group(s).
  5. To send a new message, select Send Message on the far-right of the menu bar. This will open a modal containing a comment box and a checkbox selection of possible recipient groups.

    Send messages

  6. Type the message in to the comment field.
  7. Using the checkmark icon, select the appropriate recipient group. You are able to select multiple recipients if necessary. To do so, select as many checkbox options as appropriate.
  8. Once you have finished typing your message and have selected the appropriate recipient group(s), click Send at the bottom right of the modal to send your message. Once a message has been sent, the recipient(s) will be notified via email of the new message. The message will also be recorded in the Messages grid, and all personnel who have access to the PTB will be able to view the message.

Endorse PTB Tasks, Additional Qualification Requirements, and PTB Skillsets

Endorse PTB Tasks:
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB for which you are serving as an Evaluator. If you have more than one Trainee/Candidate, you will be taken to a list page where you can then select the appropriate PTB using the magnifying glass search icon.
  3. Locate the 'Behaviors and Tasks' menu bar.
  4. Select '^' to expand the table and view the tasks comprising the PTB. All tasks are sorted by competencies and behaviors. To view individual tasks, select '+' to expand the behaviors.
  5. If your candidate has successfully performed a task and you need to endorse it, select Grant Endorsements on the far-right of the menu bar.
  6. You will be prompted with a modal to identify the appropriate completion code for your endorsement. In OneResponder, tasks are categorized by completion code, and must be performed under specific parameters in order to be considered successfully demonstrated.
  7. Add additional event information in the text input field to contextualize your endorsement.
  8. Click 'OK' to view a list of all unendorsed tasks which are applicable to be endorsed under the selected completion code. Tasks are sorted by Competency and Behavior. Select '+' to expand each group and view individual tasks.
  9. Locate the appropriate task and click Select to the left of the task.
  10. Select Endorse at the top of the page.

    Endorse ptb task

  11. You will be prompted with a confirmation modal asking you to contextualize your endorsement. The modal will display several fields of information, including the date of endorsement and the number of endorsements being granted. Add a contextualizing comment to your endorsement. If you have selected multiple tasks for endorsement, your contextualizing comment will be applied to all selected tasks. Select 'ok' to confirm your endorsement(s). This will update the individual's PTB to display the task as complete, both in your view as an Evaluator and on the individual's Responder Portal.
Endorse Additional Qualification Requirements
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB for which you are serving as an Evaluator. If you have more than one Trainee/Candidate, you will be taken to a list page where you can then select the appropriate PTB using the magnifying glass search icon
  3. Locate the 'Additional Qualification Requirement' menu bar.

    Endorse additional qualifications

  4. Select '^' to expand the table and view the additional qualification requirements included in the position. Additional qualification requirements are grouped by Qualification Type. Select '+' to expand each group and view individual requirements.
  5. If your candidate has successfully completed a requirement, select Grant Endorsements on the far-right of the menu bar.
  6. This will navigate you to a list of all additional qualification requirements that have not yet been endorsed. Additional qualification requirements are grouped by Qualification Type. Select '+' to expand each group and view individual requirements.
  7. Locate the appropriate requirement and click Select to the left of the requirement. If necessary, you are able to select multiple requirements for endorsement.
  8. Select Endorse at the top of the page. The modal will display several fields of information, including the date of endorsement and the number of requirements being endorsed. Add a contextualizing comment to your endorsement. If you have selected multiple requirements for endorsement, your contextualizing comment will be applied to all selected requirements. Select Endorse to confirm your endorsement(s). This will update the individual's PTB to display the task as complete, both in your view as an Evaluator and on the individual's Responder Portal.
Endorse PTB Skillsets:
  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB for which you are serving as an Evaluator.
  3. Locate the 'Skillsets' menu.
  4. Select '^' to expand the grid and view those Skillsets that have been added to the PTB.
  5. Skillset Tasks are grouped under their Skillsets and displayed similarly to the standard PTB Tasks. Select '+' to the left of the Skillset to expand it and view all Tasks that comprise it.
  6. If your candidate has successfully completed a skillset task select Grant Endorsements on the far-right of the menu bar. You will be prompted with a modal to identify the appropriate completion code for your endorsement. In OneResponder, skillset tasks are categorized by completion code, and must be performed under specific parameters in order to be considered successfully demonstrated.

    Endorse skillset

  7. Add additional information in the text input field to contextualize your endorsement.
  8. Select 'OK' to view a list of all unendorsed skillset tasks which are able to be endorsed under the selected completion code. Skillset tasks are sorted by Skillset and Skillset Type. Select '+' to expand each group and view individual skillset tasks.
  9. Locate the appropriate skillset task and click Select to the left of the task. If necessary, you are able to select multiple tasks for endorsement during the same session.
  10. Select Endorse at the top of the page.
  11. You will be prompted with a confirmation modal asking you to contextualize your endorsement. The modal will display several fields of information, including the date of endorsement and the number of endorsements being granted. Add a contextualizing comment to your endorsement. If you have selected multiple skillset tasks for endorsement, your contextualizing comment will be applied to all selected tasks.
  12. Select Endorse to confirm your endorsement(s). This will update the individual's PTB to display the skillset task as complete, both in your view as an Evaluator and on the individual's Responder Portal.

Respond to a PTB Evaluator Request

  1. Log in to Responder Portal.
  2. Locate and select Approval Requests and Workflows to view any active requests requiring your review. This tile will only appear if you have at least one workflow requiring your approval.
  3. Select the magnifying glass search icon to view the details of the workflow request. You will be able to view the name and organization of the individual initiating the request, as well as the position the individual is working toward.
  4. To approve the request, select Approve.

    Respond to evaluator request

    You will be prompted with a modal asking you to confirm your approval. Type a comment in the text input field to contextualize your approval. Select Approve to confirm your approval. The individual initiating the request will be notified via email that their request was approved. Once you accept the request, you will be able to view the individual's PTB and, when appropriate, endorse Tasks as complete.

  5. To reject the request, select Reject.
  6. You will be prompted with a modal asking you to confirm your rejection. Select 'reject' to confirm your rejection. The individual initiating the request will be notified via email that their request was rejected, and you will be granted no access to the individual's PTB.

Update the Status of PTB Training Requirements

  1. Log in to Responder Portal.
  2. Locate and Select Trainee/Candidate to be navigated to the PTB for which you are serving as an Evaluator.
  3. Locate the 'Training' menu bar. Select '^' to expand the table and view all training requirements for the PTB, including their status as complete or incomplete. An individual may have training that displays a completion date that predates the PTB being issued to them. If they have completed a training course and its expiration date has not yet passed, that training will be displayed as complete on all PTBs that are issued until the expiration date.
  4. Select Award Training on the far-right of the menu bar to be navigated to a list of all training courses that have not yet been awarded as complete.
  5. Click Select to choose the appropriate training course.
  6. Select Award at the top of the page.

    Update status of training requirements

  7. You will be prompted with a confirmation modal asking you to contextualize your award.
  8. The modal will include an editable field for 'Award Date' which defaults to the current date. If necessary, you are able to select a new date, either by typing the date into the text input field or selecting it from the calendar dropdown. Add a comment to contextualize your training award. If you have selected multiple courses for your training award, your contextualizing comment will be applied to all selected training courses. Select 'Award' to confirm your award(s). This will update the individual's PTB to display the training(s) as complete, both in your view as an Evaluator and on the individual's Responder Portal. Once a training has been awarded, it will also update as complete on any other in-progress PTB(s) issued to the individual that include the training as a requirement.

Waive a Training Course

  1. Log in to Responder Portal.
  2. Locate and select Trainee/Candidate to be navigated to the PTB for which you are serving as an Evaluator
  3. Locate the 'Training' menu bar. Select '^' to expand the table and view all training requirements for the PTB, including their status as complete or incomplete. An individual may have training that displays a completion date that predates the PTB being issued to them. If they have completed a training course and its expiration date has not yet passed, that training will be displayed as complete on all PTBs that are issued until expiration date.
  4. Select Award Training on the far-right of the menu bar to be navigated to a list of all training courses that have not yet been awarded as complete.
  5. Click Select to choose the appropriate training course. If necessary, you are able to select multiple training courses to waive during the same session.
  6. Select Waive at the top of the page.

    Wiave training

    You will be prompted with a confirmation modal asking you to contextualize your waiver. The modal will display several fields of information, including the Waiver Date, indicating the date the training Add a comment to contextualize your waiver. Select 'Waive' to confirm your waiver(s). This will update the individual's PTB to display the training(s) as waived, both in your view as an Evaluator and on the individual's Responder Portal.

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