Define qualifications to establish a set of occupational standards and/or required job-related training for personnel, tasks, trades, and/or work order activities. After defining a qualification, associate the qualification with personnel, tasks, trades, and/or work order activities to establish your criteria for qualification enforcement of work activities. Qualification enforcement is determined by the WOQUAL installation parameter.
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Qualifications are linked to the QUAL entity, for which you must define qualification codes as user codes on the Entities form (BNENTS). |
If you are using qualification enforcement, you can only assign/schedule an employee who has the necessary qualification(s) to perform the work for which a qualification is required. If a qualification is associated with a trade, task, or work order activity, the employee must have that qualification on their personnel record. Employee qualifications are active if the employee has completed the necessary training course/requirements for the qualification and the qualification duration has not expired.
You can also define qualifications as training records to create a historical record of job-related training employees receive that you do not need to be tracked for qualification enforcement.
Follow these steps to define qualifications.
Open the Qualifications form (WNQUAL).
Qualification—Enter a unique code identifying the qualification.
Organization—Click to select the organization to which the qualification belongs if you use multi-organization security.
Class—Click to select the class of the qualification. The classes shown belong to the QUAL entity.
Active—Select to indicate whether the qualification is active.
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If you unselect Active for a qualification, then you can no longer associate the qualification with any subsequent personnel, tasks, trades, and/or work order activities. However, if the deactivated qualification is already associated with any personnel, tasks, trades, and/or work order activities, the qualification will still be required for any existing personnel, tasks, trades, and/or work order activities. You can also select and unselect Active to temporarily activate and deactivate a qualification as necessary. |
Training record—Select to indicate whether the qualification is associated with a training record. By defining a qualification as a training record, Datastream 7i does not track the qualification for qualification enforcement, and the qualification cannot be associated with tasks, trades, and/or work order activities.