Adding new qualifications
You can add new qualifications into the system which can then be added to your staff as needed.
To add a new qualification:
- Click "Skills & Qualifications" item under the "People" menu on the left side of the screen
- Click the "Add qualification" link at the bottom of the screen
- Fill out the "Update Qualifications" form with the details of the new qualification including:
- The Type, Name/Title and a Description of the new qualification
- Other qualifications that the new qualification is requires (eg. pre-requisites) - e.g. a Security Guard qualification may also require a valid drivers license and first aid certification.
NOTE: Expiry of any other qualifications of which the this qualification is comprised will cause it to become invalid on a person - Validity period and expiry reminder options
You can update any qualification information at any stage if needed - such as changing the title of a qualification, enabling automatic reminders, etc. A person's qualification may also be imported from excel and other files.
Options
There are a number of options available to allow you to setup the qualifications;
- Require reference no - this means users will be required to enter in a 'reference no' when adding skills/qualifications (eg. a certificate number)
- Require expiry date - users will be required to enter in an expiry date - recommended if the skill/qualification eventually expires
- Require an attached file - require users to attach a copy of the certificate/supporting documentation
- Show in columns available - this allows reporting on this specific qualification when viewing lists of people
- Show in event-rosters skills & qualifications reports - there are reports which show relevant skills/qualifications which might be required for events - this allows the qualification to be included in those reports, which are also available in the client-portal (if configured)
- Automatically add when competencies are met - see below
- Require manager approval - see approvals
Automatically add when competencies are met
A skill can be setup so it's added to a persons profile where competencies (additional skills/quals or criteria) have been met - eg. if a "Drivers Licence (any)" is setup to require a "Drivers Licence (car)" or "Drivers Licence (motorbike)", when either of those qualifications have been obtained, the "Drivers Licence (any)" skill/qual will be added to their profile.
Permissions required
To add a new qualification, you need to be able to modify information for people (any type of person).