In Settings –> Resource Qualifications you can create new Qualifications that can be used to manage and vet your contractors’ capability and qualifications.
To set up a qualification select the Add Qualification button at the top-left of the page:
This creates a row in the qualifications list where you can
- Name the qualification
- Set Validation Required For Instruction which will prevent jobs and tasks being instructed to the contractor. On the resource detail page, you can update whether the contractor has been validated or not which will determine whether they can be instructed.
- Set Send Reminder On Expiry which will notify nominated Users within 24 hours of the qualification expiring and every 2 days until the qualification date for that resource is updated .
Once you have finished inputting the Qualification information, select Update to save the new Qualification and add it to the list.
You can also Edit and / or Delete the Qualification information once it has been added to the list.
After setting up the Qualifications in the settings area you can now go to the Resource Details page and click on the ‘Qualifications’ Tab.
From there you can view all the qualifications and set the Expiry Date and whether or not the Resource in validated.
Next step is to nominate Users to receive the email notifications. This can be done in Settings –> Users –> User Details –> Email & Notification Settings.