Qualification

customer course Screen

The Training Courses/Qualifications tab allows you to record Supplier training, qualifications and course details. Training course and qualification information is a key component of ISO 9000 certification.

Click to add an entry or to delete the selected entry.

When finished select to commit your changes or to undo the entry.

This information applies to job creation where the qualifications of the employee assigned to the job are checked against the qualifications needed for the Contact. If they do not match the warning will appear:

Setting training qualifications is useful in a business employing many people with varying skill sets which services customers with rigid service demands or specialized equipment, requiring specific qualifications from its service personnel.

Code

An optional unique code used to define the Course / Qualification. This is used to match up with the Codes assigned to Job Types for restricting technicians on jobs to those with current training / qualifications. The Qualification code is created and assigned in Codes Setup for Job Code.

Training Course / Qualifications

The short description of the course / qualification.

Date

The date the qualification expires (optional).

Expiry Date

The date this course / qualification expires (optional)

Details

Extended details about the course.