Qualification Setup
Introduction
Qualifications are certifications or licenses required to work on a job.
Prerequisites
To add qualifications, you need to:
Have these permissions | Complete these tasks and review these topics before continuing |
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Step-by-Step Guides
When you add a qualification, you can:
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Add qualification requirements to jobs
Adding a Qualification
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Add the qualification:
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Open the Qualifications tab.
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Click New.
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Complete the following:
Field Action Qualification Name
Enter the name of the qualification.
Abbreviation
Enter an abbreviation to use for the qualification
Category
Specify whether the qualification applies to crew or equipment
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Click Save.
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Complete one of the following:
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Configure sharing settings to grant access to the qualification.
Assigning a Qualification to Crew
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Open the Qualifications tab.
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Open the qualification.
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Complete the following:
Field Action Under Contact Qualifications
Click New Contact Qualification.
Contact Qualification Name
Enter the name of a qualified crew member.
Contact
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Select the crew member’s user contact
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Select the date range in which the qualification is valid.
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Click Save & New.
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For other qualifications, repeat these steps.
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Click Save to finish.