Importing unlinked qualifications

Import additional trade and task qualifications that are not already linked to the work order activity.

To import unlinked qualifications:

  1. Open the Work Orders form.
  2. Select the work order for which to import unlinked qualifications, and then click the Qualifications tab.
    Note: You must enter an activity for the work order before you associate a qualification.
  3. Click Import Unlinked Qualifications.
  4. Choose one of the following options:
    • To import trade qualifications—Click Import from Trade. The system retrieves any qualifications for the trade that are not already linked to this work order activity and populates Source with Trade for each retrieved qualification. The system populates Unlinked Trade Qualifications with the number of qualifications associated with the trade selected for the work order activity that are not already linked to the work order activity.
    • To import task qualifications—Click Import from Task. The system retrieves any qualifications for the task that were not previously linked to this work order activity and populates Source with Task for each retrieved qualification. The system populates Unlinked Task Qualifications with the number of qualifications associated with the task selected for the work order activity that are not already linked to the work order activity.