Difference between revisions of "Qualifications"

From Charitylog Manual
Jump to: navigation, search
(Created page with "right ''Location in standard build:'' '''Bottom of Organisation/Person Details screen''' The Qualifications link allows you to store details of ...")
 
 
(7 intermediate revisions by 4 users not shown)
Line 1: Line 1:
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
−
''Location in standard build:'' '''Bottom of Organisation/Person Details screen'''
 
  
−
The Qualifications link allows you to store details of qualifications obtained by the organisations/people on your system. It is most commonly used for records of Staff/Volunteer training, but Courses and Qualifications links are available for all types of organisations/people on the system. The drop-down list that contains the options for Qualifications (and [[Courses]]) is [[Courses and Qualifications]].
+
The Qualifications link allows you to add details of qualifications a person/organisation has. New qualifications are added to the system by going to [[Courses and Qualifications]]. Here you will find a webinar on its use.  
  
−
----
+
[[File:qual_1.jpg|700px|alt="a screenshot of the qualifications button from the client record."]]
  
 +
To edit an existing qualification click on the qualification name or to add a new course click on the 'Assign New Qualification' button.
  
−
Clicking on the link at the bottom of a Details screen will take you to the Qualifications section. If the organisation/person has already obtained qualifications, they will be shown. To add a new entry, click the "New Qualification" button.
+
[[File:qual_2.jpg|700px|alt="a screenshot of the data entry page for assigning a record with a new qualification."]]
−
 
 
−
 
 
−
[[File:Qualifications_1.png|border]]
 
−
 
 
  
 
You can now enter;
 
You can now enter;
  
−
* Date the course was taken
+
* '''Qualification''' - Select the qualification.
−
* The name of the Course (this needs to be set up first in the [[Courses and Qualifications]] drop-down list)
+
* '''Date''' - When the qualification was gained.
−
* Description
+
* '''Notes''' - Add any required notes.
−
* Notes
+
* '''Result''' - Enter any applicable results like.
−
* The result, if applicable (i.e. pass, fail, retest, etc)
+
* '''Expiry Data''' - Enter an expiry date if applicable.
−
 
 
−
 
 
−
[[File:Qualifications_2.png|border]]
 
−
 
 
  
 
Once you have filled in the details, click "Save Details".
 
Once you have filled in the details, click "Save Details".
−
 
−
 
−
[[File:Qualifications_3.png|border]]
 
−
 
−
 
−
You will be returned to the list of qualifications this organisation/person has obtained, with the new addition. To edit details, click on the name of the Qualification.
 
−
 
−
 
−
[[File:Qualifications_4.png|border]]
 
−
 
−
 
−
 
−
==Reporting outputs==
 
−
 
−
Data entered here will be included in the [[Courses and Qualifications Report]].
 

Latest revision as of 12:27, 20 May 2024

Helpheader small.png

The Qualifications link allows you to add details of qualifications a person/organisation has. New qualifications are added to the system by going to Courses and Qualifications. Here you will find a webinar on its use.

"a screenshot of the qualifications button from the client record."

To edit an existing qualification click on the qualification name or to add a new course click on the 'Assign New Qualification' button.

"a screenshot of the data entry page for assigning a record with a new qualification."

You can now enter;

  • Qualification - Select the qualification.
  • Date - When the qualification was gained.
  • Notes - Add any required notes.
  • Result - Enter any applicable results like.
  • Expiry Data - Enter an expiry date if applicable.

Once you have filled in the details, click "Save Details".

Retrieved from ‘https://wiki.dizions.co.uk/index.php?title=Qualifications&oldid=17551’