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Breadcrumbs: Human Resources
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You can search and also assign qualifications in the Qualifications feature. You can manage qualification groups and types in Global Settings Qualification Type.
Fields
Qualifications
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Party Id - Limits the list to a single person or organization.
Use the Qualifications screen to create or update a qualification. When the qualification opens the first 20 qualifications are displayed in the Search Results. Use Search Options to refine the search.
Fields
Qualification - The Qualification name.
From Date - The start date of the qualification.
Qualification Desc - A user defined description of the qualification.
Title - A user defined title
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for the qualification
Status - One of completed, deferred or incomplete may be used to indicate if state of the qualification for the party.
Verify Status - Indicates if the validity of the qualification has be checked or not.
Thru Date - The end date of the qualification i.e. The expiration date of a drivers license
Actions
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New Party Qualification button: Click
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open the screen to create a new qualification for a person or organization.
Find button: Click for a list of qualifications. Displays a list of qualifications in the Search Results screenlet.
Party Id column button: Click to open the person or organizations profile screen.
Delete button: Click to delete the qualification. The qualification is deleted and can not be restored.
Note Instead of deleting a qualification it is better to set the thru date.
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Submit button: Click to save changes in the list above the button.
Party Id - Limits the list to a single person or organization.
Qualification - The Qualification name.
From Date - The start date of the qualification.
Qualification Desc - A user defined description of the qualification.
Title - A user defined title of the qualification
Status - One of completed, deferred or incomplete may be used to indicate if state of the qualification for the party.
Verify Status - Indicates if the validity of the qualification has be checked.
Thru Date - The end date of the qualification i.e. The expiration date of a drivers license
Breadcrumbs: Human Resources > Qualifications > Click New Party Qualification
Usage - Use this screen to add a qualification to a person or organization.
Fields
Action Click Create to add a qualification to a person or organization. The qualification will appear in the party Qualities screen and Qualities Search Results list