Admin Setup: Qualifications

  • 0 step
    **Qualifications provide the ability for Admins to define and organize groups of Certificates, which can be assigned to users based on job title or project requirements\*** *Prerequisites → [Admin Setup: Certificate Types](https://talonsupport.freshdesk.com/support/solutions/articles/44002573962-certificate-types)\**
    From the main navigation, click [[Settings]] → [[Certificates]]
    Click [[Qualifications]]
    Click [[Create qualification]]
    Enter the name of the **Qualification** you wish to create.
    Next, click the [[Types]] field. **Qualification → Types** = **Certificate Types** - Previously created by you or other authorized Admins - Used to organize groups of Certificate Types, as **Qualifications**, that can be assigned to users based on job title or project requirements\* - One or multiple Types can be selected (to set as requirements for the corresponding Qualification)
    Here's an example for **General Contractor**, which we might require the following **Certificate Types**: - Bloodborne Pathogens - CPR and First Aid - License 0 - License 1 - OSHA 10 *Note: In a real scenario, we might use more specific details for the Qualification name and/or Certificate Types. We are using General Contractor as an example–for simplicity. You can customize these components to specify/specialize for the best fit into your company's operational workflows.*
    Find and select the **Types** (Certificate types) you wish to correspond with the Qualification. - Scroll or type the name of a Certificate type to find and select. - One or multiple Types can be selected (to set as requirements for the corresponding Qualification). - Selections will be added to the Types filed as you add more.
    If you need to remove a selection: - Find the name of the Certificate type (in the **Types** filed) and click the (x) to the right of its name. - Or clear all selections with the [[x]] aligned to the far-right of the **Types** field.
    Optional: **Valid till (optional)**. If the Qualification is valid until X date, please proceed to next steps or skip to step 10 (Save). - For example, the General Contractor may be a temporary position, which then we can specify an end date here. - *Note: This is separate from the Certificate/Type's Validity Period. See also → [Admin Setup: Certificate Types](https://talonsupport.freshdesk.com/support/solutions/articles/44002573962-admin-setup-certificate-types)*
    Click the calendar icon to select a date.
    In the calendar popup, you can adjust the year, month, and day. Once selected, click [[OK]]
    Once complete, click [[Save]]
    ***Tip!*** *See also → [Admin Setup: User Qualifications](https://talonsupport.freshdesk.com/support/solutions/articles/44002572244-admin-setup-user-qualifications)* *Qualifications provide the ability for Admins to define and organize groups of Certificates, which can be assigned to users based on job title or project requirements\**
    This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe