Preparedness Toolkit

As a PTB Owner, Responders can review their progress as their organization administrators and PTB Evaluators award them Training and endorse their required Tasks.

They are unable to award themselves Training or endorse Task for their own PTB, however, they can review all requirements from their Responder Portal.

The sections below provide steps to:

• Add comments, attach documents, and send messages.
• Complete a submitted PTB for review.
• View PTB trainings, tasks, skillsets, and additional qualifications/requirements.
• Request or release a PTB evaluator.

Add Comments, Attach Documents, Send Messages

Add Comments:

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
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.

   

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. Once you select Save, this will add the comment to the PTB, and all personnel who have access to your PTB will be able to view the comment.

Attach Documents:

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'Documents' menu bar.
4. 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.

5. 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.

   

6. Search for the appropriate document on your computer by clicking Select File.
7. If you would like to a add a comment to contextualize your attachment, type it into the Comment field.
8. 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 your 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 Open PTB to be navigated to your open PTB.
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.

   

6. Type the message into the comment field.
7. Using the check mark 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. If you do not have at least one PTB Evaluator with a validated email address, you will be unable to select PTB Evaluator(s) as a message recipient group. If your organization does not have any personnel assigned as Qualifications Managers or Training Managers, your Organization Manager(s) will receive the messages instead.
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 your PTB will be able to view the message.

Completing a Submitted PTB for Review

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. If all requirements have been endorsed or awarded as complete, you will see Submit PTB in the top right of the page. This button will only appear after all requirements for a PTB are complete.
4. Review all components of the PTB. You are able to add any additional comments or documentation to the PTB.

5. Once you are satisfied that all appropriate information has been included, select Submit PTB.

   

6. This will open a warning modal asking you to confirm your choice. If you select Submit PTB, this will confirm your submittal. Your organization administrators will be notified via email that they have a PTB to review.

View PTB Trainings, Tasks, Skillsets, Additional Qualifications/Requirements

View PTB Trainings:

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'Training' menu bar.

4. Select '^' to activate the dropdown on the Training menu bar. This will display a list of all Training requirements for the PTB, as well as your status as either Complete or Incomplete.

   

View PTB tasks

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'Behaviors and Tasks' menu bar.

4. Select '^' to activate the dropdown on the Behaviors and Tasks menu bar.

   

5. Tasks are sorted by Competency and Behavior in OneResponder. To view specific Tasks, click '+' to expand a Competency and Behavior category.

View PTB Additional Qualifications and Requirements

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'Additional Qualification Requirements' menu bar.

4. Select '^' to expand the grid and view any additional requirements included on the PTB, as well as their status as either Complete or Incomplete. Additional Qualification Requirements differ from Tasks in that they can be endorsed as soon as they are completed for their PTB and are not beholden to any completion codes.

   

View PTB Skillsets

1. Log in to Responder Portal
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'Skillsets Tasks' menu bar. Note: This grid will only be visible if there has been a Skillset added to the PTB.

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. You are able to view more details about a Skillset Task by selecting the magnifying glass search icon. This will navigate you to a page listing all information about the task, including, upon endorsement, the Completion Code defining its endorsement, and any comment added by the individual who provided the Skillset Task endorsement.

Request or Release a PTB Evaluator

Request a PTB Evaluator

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.
3. Locate the 'PTB Evaluators' menu bar. Select '^' to expand the table and view all Evaluators who have contributed to the PTB.
4. Select Manage on the far-right of the menu bar. This will navigate you to a page titled 'Manage PTB Evaluators'.

5. In the top right corner of the page, locate and select + Request Evaluator. This will open a modal containing a list of all personnel in your organization eligible to serve as an evaluator for this PTB. Qualified evaluators are those individuals who hold the Position at the level you're working through or above. They are able to serve as a PTB Evaluator because they possess the necessary experience to appropriately evaluate candidate performance as they work through a PTB.

   

6. Click Select to the left of the appropriate individual.
7. Select Request in bottom right of modal to confirm your request. This will initiate a workflow request that must be approved by the requested individual.

Release a PTB Evaluator

1. Log in to Responder Portal.
2. Locate and select Open PTB to be navigated to your open PTB.

3. Locate the 'PTB Evaluators' menu bar. Select '^' to expand the table and view all Evaluators who have contributed to the PTB.

4. Select Manage on the far-right of the menu bar. This will navigate you to a page titled 'Manage PTB Evaluators.'

   

5. Locate the appropriate individual and select x Release.
6. You will be prompted to confirm your choice. If you select 'yes', the individual will be released as an Evaluator from your PTB. Once removed, the individual will no longer have access to your PTB to endorse Tasks as you complete them. If the individual has endorsed at least one Task on your PTB, they will remain displayed in the PTB Evaluators grid, with a status: Inactive. If the individual has not endorsed anything on your PTB, they will not be displayed in the PTB Evaluators grid.