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Qualifications Management Overview

Overview​

Use Qualifications Management to create frameworks, build plans, assign plans, manage job roles, and review qualifications progress. This section is helpful when you need to define qualification requirements and track how users are progressing against them.

Permissions / Access​

Who can perform actions in this area?

  • Department Manager
  • Company Manager

Management Console -> Qualifications

Steps​

  1. Navigate to Management Console.
  2. Select the Qualifications tab.
  3. Review the available qualifications management options.
  4. Open the guide that matches the task you want to complete.

Result​

  • You can access the qualifications tools needed for setup, assignment, and reporting.
  • You can move directly to the correct workflow for the task you need to complete.

Notes / Tips​

  • Start by creating frameworks before building plans that use those qualifications.
  • Use the related articles below to move between setup, assignment, and reporting tasks.

Troubleshooting​

  • Issue: You do not see a qualifications management option you expected.
  • Solution: Confirm your role includes the required permissions for that task.
  • Issue: You are not sure which guide to use first.
  • Solution: Begin with framework creation, then create plans, then assign plans to users.