Simple solution for mapping competency units (Australian training system)

Simple solution for mapping competency units (Australian training system)

We've been with Zoho now for over five years. The only "non-Zoho" product we use is dropbox: for every other application we use Zoho and in all honesty wouldn't consider any other applications. 

The scope and adaptability of Zoho has been the biggest benefit for us. I'm keen to share with other Zoho customers some of the solutions we've been able to use Zoho for, all with in-house solutions and minimal programming required. 

The most recent, and exciting, way we have been using Zoho is to use the Wiki application for our competency training mapping. Anyone who has worked with the Australian competency-based training system will know what a nightmare it is to try and map and monitor all the competency units, elements, performance and knowledge evidence and to somehow link up all these isolated components to not only individual assessment items, but also to the actual material (content) that we use for training. And then to keep track of it all, monitored, feedback, updates, etc. Esp. if you are a smaller RTO without dedicated staff to deal with this. 

We have found a perfect solution for our needs with Wiki. 

First, we created a number of sections in the Wiki:
~ Competency Standards
~ Course Content
~ Course Assessment
we also had a few other sections relating to the specific industry guidelines and standards - these could be modified to suit your industry. 

Then, in each section, is a breakdown. So, for example, the Competency Standard section is broken down first into the competency unit, followed by the individual competency elements, followed by the performance criteria each having it's own dedicated page. 

The course assessment section has a number of sub-section pages:
~Assessment items banks (the individual quiz questions, essay questions, etc)
~Assessment tasks and groups (the grouping of the individual questions - e.g. "Quiz for Lesson 1.1)
~ Assessment performance evidence (straight from the CU)
~ Assessment knowledge evidence (straight from the CU)'

Then what we did on each page is insert tables that link all of the assessment and competency parts to each other. 

So, for example, you can go to any page - say one of the knowledge evidence pages, and see from there, which parts of the course content address this, which question items assess it, and which performance criteria it contributes to evidencing. Likewise, you can go to any quiz question, and see which aspects of the competency it relates to. Or to a performance criteria and easily link through to the performance and knowledge evidence required and the specific measures of this. 

Quite a bit of typing and mapping work to set up (and a bit of a mind-bend - but that is the nature of the Australian competency-based system anyway, right?) but the benefits have been:

~ A dramatically low-cost solution (compared to off-the shelf competency monitoring software, which often has features you don't need, and doesn't easily do half of what you do need).
~  A highly auditable system, it's so logical and simple to use, even the auditors can get their heads around it :-o And when the auditors come through the mapping is already done and it is quick and easy to pull the info and relationships they need. 
~ A highly inclusive system - training staff have been able to quickly grasp it all, and it has really supported their understanding of the links between teaching, assessment and the standards. Simple features on the Wiki, such as the comments section mean that all teachers can provide input and feedback which is tracked and monitored and not lost. 
~ Better teaching and assessment - because of the mapping capability, we have been able to take a much more holistic approach to teaching and assessment. Returning to our actual program for teaching based on student learning needs, rather than teaching directly to the competency in isolated chunks.
~ Monitorable - we use the tagging feature to indicate the date when sections or pages need to be reviewed and to allocate this task to the appropriate person.  
~  An archivable and sustainable system - with the back ups and because it is all online, no documents get lost. Everything we do builds on what we have so (after the initial set-up) the work involved in reviewing and updating is minimal.

No down-sides so far.

Hope this idea helps other Zoho users or people looking for a realistic, manageable solution. 
    • Sticky Posts

    • My Zoho Story #19 - How and IT service provider, CTSP, are streamlining customer support using Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent 'My Zoho Story' took us to Australia
    • My Zoho Story #18- How Mirage Visual Limited achieved enhanced customer service experience, using Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. Our recent interview with Sam Blenkiron from Mirage
    • My Zoho Story #17 - How Superior Trucking Payroll Service scaled their business with Zoho

      My Zoho Story is a video podcast series where we connect with Zoho users worldwide to hear from them about their experiences with Zoho and how it became an integral part of their everyday business life. In our recent episode, we had the opportunity to
    • Update on the upcoming Zoho User Group meetups - Q1

      Hey Zoho Community!  How're you all doing? We have an important announcement about the Zoho User Group meetups this quarter - Owing to the looming threat of COVID - 19, we're recalling several of our ZUG meetups that can't be run locally and are pulling back our Zoho teams who have traveled for these events. We have also suspended Zoho meetups run by our local partners and user group leaders as we do not want any of our users to come in harm's way. For those of you who have not seen the email about
    • Eighth day of Christmas - Zoho Recruit

      Check out the story behind our sixth day of Christmas post. ​ The eighth day of the 12 days of Christmas relates to Zoho Recruit  "On the eighth day of Christmas my true love sent to me: eight maids a milking, seven swans a swimming, six geese a laying, five golden rings, four calling birds, three french hens, two turtle-doves, and a partridge in a pear tree." The eight maids walking up with portfolios in their hands signifies Zoho Recruit's recruitment solutions built to provide diverse, end-to-end
      • Recent Topics

      • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

        Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
      • Client Portal ZOHO ONE

        Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
      • The Social Wall: February 2026

        Hello everyone, This month, we’re bringing you a mix of exciting toolkit enhancements and a few improvements across the web and iOS app, all designed to make your social media management simpler and smoother. File converter Images come in different formats,
      • Zoho Mail and SalesInbox doesn't link to CRM record using Reply-To

        Hi, I've just set up SalesInbox, with the intention of using it for sales enquiries (instead of Desk, which I have been using until now). I've noticed that, unlike Desk, SalesInbox only uses the 'From' email address to attempt to link to a CRM contact
      • Poor Search Results on Zoho CRM

        The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5
      • Capture Last check-in date & days since

        I have two custom fields on my Account form, these are "Date of Last Check-In" and "Days Since Last Contact" Using a custom function how can I pull the date from the last check-in and display it in the field "Date of Last Check-In"? and then also display the number of days since last check-in in the "Days SInce Last Contact" field? I tried following a couple of examples but got myself into a bit of a muddle!
      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?
      • Every time an event is updated, all participants receive an update email. How can I deactivate this?

        Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening
      • Conversion Rate – Won Deals over Assigned Prospects

        Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include
      • Feature Request – Conditional Visitor Information Request in Zoho SalesIQ

        We would like to request the ability to conditionally ask for visitor details based on the communication channel used in Zoho SalesIQ. Specifically: When a visitor initiates a conversation through the live chat widget on the website, we want to continue
      • Apple Messages for Business in Omnichannel communications?

        Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.
      • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

        Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?
      • 【Zoho CRM】通貨機能のアップデート:為替レートの自動更新やデータ更新オプションなど

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から通貨機能のアップデートをご紹介します。 CRMの複数通貨機能を使うと、地域ごとに通貨を管理し、顧客の現地通貨で記録したデータを自国通貨に自動換算して分析やレポートに活用できます。 従来は、為替レートを管理者が手動で定期更新する必要があり、各データには作成時点のレートが固定されるため、その後の市場変動は反映されませんでした。 本記事では、この問題を解消する「為替レートの自動更新」をはじめ、さまざまな新機能をご紹介します。
      • Can we add zoho sign to a custom module?

        i understand out of the box it works with 8 modules. is it possible to add it to a custom module?
      • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      • Selected date present employees roster

        =CHOOSECOLS(FILTER(A2:E5;(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"OFF")*(INDEX(C2:E5;0;MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0))<>"EL"));1;2;2+MATCH(VALUE(B8);INDEX(VALUE(C1:E1));0)) This way sheet looks l
      • Filtering in Help Center

        Hi, our ticket system is based on a set of structured status categories. The customer must be able to filter by these status. How can we add "Status" as filter to the help center. In the same moment we do not need filters e.g. as "channel". How can we
      • Can multiple agents be assigned to one ticket on purpose?

        Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
      • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

        Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
      • Zoho Sign Not Delivering

        I have sent several contracts out via Zoho Sign.   They do not seem to be getting delivered.  I had one person receive it, but the others have not.   I had one person tell me they sent it back to me and never got it and doesn't show as signed.  I've sent
      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
      • Tip #63- Exploring Technician Console: Elevate to Admin Mode (Windows & Mac)- 'Insider Insights'

        Hello Zoho Assist Community! Ever been in a remote support session where you couldn’t complete a task because you didn’t have admin privileges? Maybe installing software, accessing secure system areas, or rebooting into Safe Mode just didn’t work because
      • Prevent accidental duplicate entry of Customer Ordersome

        Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
      • Zoho Mail - Email Reminder template (default)

        Zoho Mail Users, Does anybody here use the email reminder template? I'm asking Zoho to allow and add us to select which one of our many templates will be our default. It allows us to operate more efficiently. It's a Checkbox. If you feel this can benefit
      • Windows Desktop App - request to add minimization/startup options

        Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
      • Canva Integration

        Hello! As many marketing departments are streamlining their teams, many have begun utilizing Canva for all design mockups and approvals prior to its integration into Marketing automation software. While Zoho Social has this integration already accomplished,
      • Announcement integration between Zoho People and Zoho Connect

        As we're using these 2 products, there're areas of overlapping especially in the Announcement. When there's a new announcement in Zoho People, can it push to the company wall in Zoho Connect?
      • Does Zoho Mail Have Popout windows?

        I recently switched my work email over to Zoho and everything I read said that you can popout the draft email as you're writing, however, all the pictures or info I've seen show the typical popout arrow in the top right, which I can not for the life of
      • Can I reorder how the staff are displayed on the booking page?

        As the title suggests, can I change this? Either reorder manually reoreded to my preference, or automatically (a-z, z-a etc.)
      • Bulk upload image option in Zoho Commerce

        I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
      • Subheaders for Sections in forms

        Currently, every form section has a field name, which one can choose to show/hide to the end user. It would be great if there was an option to show a SUB-HEADER in addition to a header. It would be useful for explaining to the end user what the section
      • Custom view inconsistencies

        Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes
      • Promote a layout to standard so I can delete one layout

        Similar to this and many other topics: https://help.zoho.com/portal/en/community/topic/set-layout-as-standard The problem, every model has a standard layout, which is what we use most of the time... But as the business grows and evolves we may have to
      • Can Zia summarize fields?

        A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within
      • Zoho Recruit Community Meet-up - India (Venues Finalised)

        Zoho Recruit Community Meet-up - India (Venues Finalised) Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting
      • Table dimensions

        I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
      • Zoho CRM Community Digest - January 2026 | Part 2

        Hello Everyone! Here’s the second part of January’s Zoho CRM Community Digest, rounding up the remaining highlights from the month. From newly rolled out updates to thoughtful implementation questions and practical solutions, the community once again
      • Find and Merge Duplicates to trigger webhook

        My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,
      • Introducing WhatsApp integration and quick editing capabilities in Zoho Sign

        Hi there, Zoho Sign already helps users collect signatures via email and SMS, and we're happy to announce that you can now send documents and authenticate recipients right through WhatsApp. Some of the key benefits include: Communication with recipients
      • Dynamic Field Folders in OneDrive

        Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
      • Next Page