Qualifications

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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".