> Associating Qualifications with Trades

Associate qualifications with trades to establish the minimum qualifications for an employee belonging to a trade to perform work for which the trade is selected.

Qualifications are defined on the Qualifications form (WNQUAL). After defining a qualification, you can associate it with a trade. If an employee is associated with a trade for which there is a qualification, the employee must have an active record of that qualification on their personnel record. Employee qualifications are active if the employee has completed the necessary training course/requirements and the training has not expired as indicated by the Start date and Expiration date for the qualification on the employee’s personnel record. Employees can also be Temporarily disqualified for qualifications as necessary on their personnel record.

If you have associated a qualification with a trade, and you associate a trade with a work order activity, you can only schedule employees associated with the selected trade who have the active qualifications required for that trade to be assigned/scheduled to perform the work.

   If you delete a qualification previously associated with a trade, then the deleted trade qualification will no longer be required for any subsequent work order activities to which the trade is assigned. However, the deleted trade qualification will still be required for any existing work order activities to which the trade is assigned.

 Likewise, if you add a new qualification to a trade or update an existing qualification associated with a trade, the new/updated trade will not affect any existing work order activities to which the trade is assigned. However, the added/updated qualification will be required for any subsequent work order activities to which the trade is assigned, and Datastream 7i displays a message indicating the number of open work orders for the trade.

Follow these steps to associate qualifications with trades.

  1. Open the Trades form (WNTRAD).

  2. Query for the trade for which to define qualifications.

  3. Click the Qualifications tab. Datastream 7i displays the Qualifications page.

  4. Qualification—Click to select the qualification to associate with the trade.

  5. Choose File | Save from the menu bar. Datastream 7i saves the information to the database.