Qualifications/Training

Owned by Ashley Wing (Deactivated)
Last updated: Aug 31, 2021
2 min read

All your Users qualifications are located in Records > Employees > Qualifications.

 

Qualification Types = Qualification Title (be as specific to the qualification as possible).

Qualifications = Link a User and Qualification Type. Add the PDF/image of the qualification, and set the achieved and expiry date.

 

Add a qualifications button to the App (Settings > App Homepage) to enable users access to their own qualification.

Add a supervisors qualifications button to the App (Settings > App Homepage) to enable users access to all qualifications. Button may need support to restrict visibility to a user group.

 

 

 

Qualifications linked to Users can also be used in scheduling. You can apply a Qualification Type against a Work Type (Records > Work > Work Types) and append the Qualification Type required.

 

This would then prevent scheduling the visit, unless a User is scheduled with the required qualifications. Make sure you have enabled Event conflicts settings via Settings > Schedule Settings to enable this restriction.