Viewing and filtering qualification records

Modified on Thu, 9 Jul at 9:20 AM

Overview

This guide explains how to navigate and filter the qualifications table. You will need the View Qualifications permission to access this area.


The qualifications table 

When you open the Qualifications Manager, you will see a table of all qualification records across the locations you manage.


Records are grouped by location. Select a location name to expand or collapse its list of records. 



Each record displays the following information: 


Column Description 
UserThe staff member holding or working towards the qualification. 
RoleTheir job role. 
Qualification The name of the qualification. 
StatusIn Progress, Complete, or Withdrawn.
DateSee table below.


The Date shown depends on the record's status: 


Status Key date shown 
In ProgressTarget completion date. 
CompleteActual completion date. 
WithdrawnWithdrawal date.


Note: 
You will only see locations that fall within your management permissions. If you expect to see a location that is not appearing, contact your account administrator. 


Filtering records 

Three filters are available above the table. By default, all options within each filter are selected: 


 

Filter
What information is filtered
Status
In Progress, Complete, or Withdrawn.
Role
The job role of the staff member.
Qualification
The specific qualification.


To apply a filter: 

  1. Select the filter drop-down you want to use. 
  2. Select or deselect the options you need. The table will update automatically to show only matching records. 
  3. To reset a filter, re-select all available options within it. 



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