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Target Personas: HR Manager, Qualifications Manager, Compliance Officer, Training Administrator

Step-by-Step guide

Record a completed assessment

  1. Navigate to People > Qualifications and select the Awards tab
  2. Find the qualification and holder that requires an assessment
  3. Select Update to open the award window
  4. In the Assessments panel, set the assessment date and time
  5. Leave the Result as Passed (or select the appropriate result)
  6. Select Save to record the assessment
  7. The assessment will now appear in the qualification record with the date, time, and name of the person who recorded it
  8. The qualification holder’s status may change from “Awarded, not yet passed assessment” to “Valid” once a passed assessment is recorded

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