Page Comparison

...

Adding qualifications to person

If you're just adding qualifications to a single person, you need to follow the steps below to add a qualification to a persons records.

1. View the particular persons details
2. Click on the 'Qualifications' tab on the top right hand corner of the page. This displays all current qualifications a person has attained.
3. Click 'View all' within the qualifications tab. The 'view all' page shows all current and expired qualifications for a particular person.
4. Click the 'Add qualification' link at the bottom of the 'View all' page.
   1. Select the qualification to be added. If the qualification isn't shown in the drop-down list, it can be added by clicking the 'Add new' link.
   2. Enter a reference number / certificate number / etc if relevant
   3. Enter the provider (the name of the organisation you trained at to obtain the qualification, if any).
   4. Select the date attained (the date you completed the qualification)
   5. Select the expiry date (the date the qualification is valid until)
   6. Select the experience level the person has for this qualification (or leave as the default which has been selected). This can be later used for finding experienced staff for events and matching those with little experience with a more senior person at events.
   7. Click the 'Update details' button to save the entry
5. The qualification should now appear in the list of qualifications the person has obtained.

To add qualifications to a person, you need to be able to modify their information.

Adding qualifications to multiple people

Adding qualifications for multiple people at a time is sometimes necessary, particularly for a training class or undertaking an exercise which results in a number of people achieving a competency / qualification in a particular area.

First, click 'List all' people, and 'tick' the checkbox on the right hand side of the page against the people whom should receive the qualification.

Once selected, scroll to the bottom of the page and select 'Add qualifications' from the 'Select an action' drop-down box.

A small box will appear asking you to select a qualification which should be added to each persons details. Once selected, click 'Add to list' to then enter the date attained and expiry date for the selected qualification. Multiple qualifications can be added at once by selecting another qualification after each qualification is added to the list shown. 

 Click here to view more information on adding qualifications to peoples records

Allowing your staff to enter their own qualifications

...