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Introduction
Qualification records within Brevity are accessed through the Administration>Qualifications menu. Qualification codes are used to define the employee (user) compliance records that are required based upon the position occupied by the employee. Qualifications can include records related with certifications, professional memberships, training, experience, the currency of policies, trade or skills registration, character checks or currency of licensing.
Navigating the Qualification form
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The following is an outline of the fields that comprise the Qualification form:
Type: This is a drop down field that lists the qualification category.
Name: This field is used to input the name of of the qualification record that will be selected when assigning the record against the employee position.
Description: This field is used to input a narrative as to the qualification purpose. Input is optional.
Create a Qualification record
To create a Qualification record observe the following steps
Select the Administration>Qualification menu to open Language List page within the browser.
Select the
New button to open a Qualification page.
Within the type field select a value from the drop down list to categorise the qualification record.
Within the Qualification field input the name of the Qualification record that will used when assigning the record to the employee position.
Data entry into the description field is optional. This field can be utilised to input a narrative of additional information on the qualification.
Select the save button to create the record.
Select the Close button to exit back to the Qualification List page.
Edit the Qualification record
To edit a language record observe the following steps
Select the Administration>Qualification menu to open Qualification List page within the browser.
Search for the Qualification record from within the Qualification list.
Highlight the Qualification record to be edited.
Either click on the edit button or double click on the Qualification record to open it within the Qualification page.
Edit the Qualification record. Update either the Type, name or description field(s).
Select the save button to update the record.
Select the Close button to exit back to the Qualification List page.
Delete a Qualification record
Although not recommended, and you are referred to the notes on record deactivation. Deleting a qualification record will unlink it from the employee position, which will then remove it as a compliance record from the Compliance Check data grid of the employee profile. To delete a Qualification record observe the following steps
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Select the Administration>Qualification menu to open Qualification List page within the browser.
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Search for the Qualification record from within the Qualification list.
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Highlight the Qualification record to be deleted.
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Select the "Delete Button" in the upper right portion of the window.
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Select the OK button to confirm the deletion of the selected record. Record listing will refresh.
Record will be unassociated from the Employee Position.Qualification record will be removed from the Compliance Check data grid on the Employee profile, data updated against the compliance record Compliance Check data grid will also be lost.
outlines the elements that comprise the maintenance of Qualifications.
Introduction to QualificationsNavigating the Qualifications formCreating a QualificationEdit and Delete a Qualification recordAdjust the activity status of a Qualification record
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Editing the activity status of the Qualification record to inactive will make it unavailable against the employee position record which will in turn temporarily suppress it as a compliance record from the Compliance Check data grid of the employee profile. Any data entered to the compliance record is preserved until such time the record is reactivated. To edit the activity status of a Qualification record observe the following steps:
Observe the steps 1-4 as outlined under Edit the Qualification record.
To deactivate the Qualification record select the Deactivate button . Deactivating the record will set it to read-only.
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To activate the Qualification record select the Activate button.
Once done, you can exit back to the Qualification List.
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