Defining qualifications

Define qualifications to establish a set of occupational standards and/or required job-related training for personnel, tasks, trades, and/or work order activities. After defining a qualification, associate the qualification with personnel, tasks, trades, and/or work order activities to establish your criteria for qualification enforcement of work activities. Qualification enforcement is determined by the WOQUAL installation parameter. See Work parameters in the Infor EAM System Administrator's Guide.

If you are using qualification enforcement, you can only assign/schedule an employee who has the necessary qualification(s) to perform the work for which a qualification is required. If a qualification is associated with a trade, task, or work order activity, the employee must have that qualification on their personnel record. Employee qualifications are active if the employee has completed the necessary training course/requirements for the qualification and the qualification duration has not expired.

You can also define qualifications as training records to create a historical record of job-related training employees receive that does not need to be tracked for qualification enforcement.

To define qualifications:

  1. Open the Qualifications form.
  2. Click New Record.
  3. Organization—Enter the organization to which the qualification belongs if you use multi-organization security.
  4. Qualification—Enter a unique code identifying the qualification, and then enter a description of the qualification in the adjacent field.
  5. Class—Enter the class of the qualification. The classes shown belong to the QUAL entity. The system automatically populates Class Org.
  6. Active—Select to indicate whether the qualification is active.
    Note:  If you unselect Active for a qualification, then you can no longer associate the qualification with any subsequent personnel, tasks, trades, and/or work order activities. However, if the deactivated qualification is already associated with any personnel, tasks, trades, and/or work order activities, the qualification will still be required for any existing personnel, tasks, trades, and/or work order activities.

    You can also select and unselect Active to temporarily activate and deactivate a qualification as necessary.

  7. Training Record—Select to indicate whether the qualification is associated with a training record. By defining a qualification as a training record, the system does not track the qualification for qualification enforcement, and the qualification cannot be associated with tasks, trades, and/or work order activities.
  8. Click Save Record.