This page guides you through the creation and management of Qualification records within the Lite version of the Brevity Care application.
Introduction
Qualification records within the Lite version of the Brevity Care application are accessed through the Administration>Settings menu. Qualification codes are used to define the employee (user) compliance records that are required based upon the position that they occupy.
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.
Additional information
For additional information on the use of qualification records refer to the topic related with employee training.
Navigating the Qualification Page
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The following is an outline of the fields that comprise the Qualification page:
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Create a Qualification record
To create a Qualification record observe the following steps:
Select the Administration>Settings menu to open the settings page within within the browser.
Double click the Qualifications tile to open the Qualifications list.
Select the
New button to open a blank 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 Qualification record observe the following steps:
Select the Administration>Settings menu to open the settings page within within the browser.
Double click the Qualifications tile to open the Qualifications list..
Highlight the Qualification record. 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:
Select the Administration>Settings menu to open the settings page within within the browser.
Double click the Qualifications tile to open the Qualifications list..
Highlight the Qualification record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
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.
Adjust the activity status of a Qualification record
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 1-3 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.
Record will not be available from the Employee Position.Qualification record will be temporariy suppressed from the Compliance Check data grid on the Employee profile.
To activate the Qualification record select the Activate button.
Once done, you can exit back to the Qualification List.