Edit and Delete a Qualification record

This page guides you through the process of editing of the Qualification record.

 

Edit the Qualification record

To edit a Qualification record observe the following steps:

  1. Select the Administration>Qualification menu to open Qualification List page within the browser.

  2. Search for the Qualification record from within the Qualification list.

  3. Highlight the Qualification record to be edited.

  4. Either click on the edit button or double click on the Qualification record to open it within the Qualification page.

  5. Edit the Qualification record. Update either the Type, name or description field(s). To assign employees refer to the topic Assigning employees to a qualification.

  6. Click the SAVE button to update the record.

  7. Click 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:

  1. Select the Administration>Qualification menu to open Qualification List page within the browser.

  2. Search for the Qualification record from within the Qualification list.

  3. Highlight the Qualification record to be deleted.

     

  4. Click the DELETE Button in the upper right portion of the window.

  5. 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.



 

 

 

 

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