Associating qualifications with tasks

Associate qualifications with tasks to establish the minimum qualifications for an employee to perform tasks associated with work.

Qualifications are defined on the Qualifications form. See Defining Qualifications. After defining a qualification, you can associate it with tasks.

When you select a task to which you have associated qualifications for a work order activity, you can only assign/schedule an employee that has an active record of the required qualification(s) for that task on their personnel record to perform the work order activity. Employee qualifications are active if the employee has completed the necessary training course/requirements and the training has not expired as indicated by the Start Date and Expiration Date for the qualification on the employee’s personnel record. Employees can also be Temporarily Disqualified for qualifications as necessary on their personnel record.

Note: If you delete a qualification previously associated with a task, then the deleted task qualification will no longer be required for any subsequent work order activities for which the task is selected. However, the deleted task qualification will still be required for any existing work order activities for which the task is selected.

Likewise, if you add a new qualification to a task or update an existing qualification associated with a task, the new/updated task will not affect any existing work order activities for which the task is selected. However, the added/updated qualification will be required for subsequent work order activities for which the task is selected, and the system displays a message indicating the number of open work orders for the task.

To associate qualifications with tasks:

  1. Open the Tasks form.
  2. Select the task with which to associate qualifications, and then click the Qualifications tab.
  3. Click Add Qualification.
  4. Qualification—Enter the qualification to associate with the task. The system automatically populates the description of the qualification and the Organization.
  5. Click Submit.
    Note: To remove a qualification, select the qualification to remove, and then click Remove Qualification.