Assigning qualifications

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Step-by-Step guide

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Assign a Qualification to a Person

1. Navigate to People > Qualifications and select the Qualifications tab
2. Find the qualification you want to assign and select Award
3. In the ‘Assign or award a qualification to someone’ window, select Assign
4. In the To field, select the person to whom you’re assigning this qualification
5. Leave the Due Date empty (you’ll set this later if needed)
6. Leave the Documents field empty
7. Select Assign to finish
8. The person is now listed as a Holder of this qualification with a status of “No Risk”

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Set a Future Due Date for a Qualification

1. Navigate to People > Qualifications and select the Qualifications tab
2. Select the qualification you want to update
3. Find the assigned holder and select Edit from the Award dropdown button
4. Enter a future date in the Due Date field (this might represent when their training is scheduled)
5. Select Update Assignment
6. The holder’s Expires date in the qualification list will be updated to reflect the Due Date you entered