In our two articles on linking qualifications to documents and setting up training documents, we explained how qualifications can be used to advance knowledge and learning management in Operations1. The faster the qualifications are set up, the faster these benefits can be leveraged. Here are some tips and tricks for quickly setting up qualifications for users.
Simple overview with the qualification matrix
The qualification matrix provides a quick overview of which users have which qualifications. Users are displayed in the rows, and all qualifications created in the platform are displayed in the columns.
100 users are always displayed at once. You can switch to other users using the navigation bar. The arrow keys in the header of the user column also allow you to sort users alphabetically by name.
Three different color and shape codes indicate whether a user's qualification is valid (blue), about to expire (yellow), or has already expired (red). A dash indicates that the user has never had the qualification. This allows you to see at a glance where there are qualification gaps or where qualifications need to be renewed in the near future.
More details about a user's specific qualification can be viewed by clicking on the corresponding cell in the table. A pop-up dialog box opens with further information, such as the precise remaining validity period.
The hyperlink in this dialog box leads to the details section for the individual qualification. The same section can also be opened via the menu in the header of the matrix.
Assigning a qualification to multiple users at once
This article describes how to assign a qualification to an individual user in their user profile. However, for the initial setup of qualifications or when many users obtain the qualification at the same time, a multiple assignment in the user area of the qualification is more suitable. This is started via the “Add user” hyperlink at the top right of the table.
A dialog box opens in which an unlimited number of users and the start date of the qualification's validity period can be selected.
The assignment automatically adds the qualification to all selected users and calculates the remaining validity period based on the start date.