It's important to track your Staff Qualifications within your business in making sure all staff are certified and up to date with your business requirements. There are many ways you can set up your qualifications but most commonly used to track is setting up with a date so you can track when expiring.
Go to Qualifications in Settings.
To create a group heading in the Qualification section, click the Add New button.
Enter the Name and Description of the group heading, and press Save. Created Field group successfully pop up will then appear.
Create a Qualification
To create a qualification, you will need to choose a Group to add the qualification to. Click the edit pencil icon next to the group you will add the qualification to.
To add a Qualification, press the Add New drop-down list to the right.
The drop down will provide the following options for your Qualification:
String- is for a Qualification that requires a response entry using alphanumeric, alphabates, numbers, email or address.
Date- is for a Qualification that only requires a Date entry as a response.
Datetime- is for a Qualification that requires a Date & Time entry as a response.
Selectfield- is for a Qualification that requires to have a drop down of responses to choose from, like Yes/No.
File- is for Qualifications that require the upload of a file to the qualification as a response.
Date is for a Qualification that only requires a Date entry as a response.
You can choose to set a start and and date by clicking Ranged Date Field?, you can also monitor this date as having an expiry by clicking the Expires? box, this will also add this Qualification to the Training Matrix.
Then you will set the earliest date entry acceptable, as well as the latest date entry acceptable then click Save.
Handy Hint. If you tick the box next to Required Field?, this means the system will force this field to be entered and updated before changes to the staff profile can be made.
Date Time is for a Qualification that requires a Date & Time entry as a response.
You can choose to set a start and end date by clicking Ranged Date Field?, you can also monitor this date as having an expiry by clicking the Expires? box, this will also add this Qualification to the Training Matrix.
Then you will set the earliest date & time entry acceptable, as well as the latest date & time entry acceptable then click Save.
Selectfield is for a Qualification that requires to have a drop down of responses to choose from, like Yes/No.
You can also set the qualification to accept multiple options from the drop down by clicking the box next to Multiple Options Selectable.
File is for Qualifications that require the upload of a file to the qualification as a response.
You can also select for the file to be applied with a date, with no date, or with an expiry date.
Choose from a range of types of files to upload.
Once you have set up your qualifications it's time to enter the information in your staff profiles. Click on Registers, select your staff member by clicking on View, in the Qualifications tab you can upload the data against the qualifications for you to now track.
Please view the Training Matrix for you to track all expirable qualifications.