Associating qualifications with work order activities

Associate qualifications of trades and tasks with work order activities to establish the qualifications required for employees performing work. Qualification enforcement is determined by the WOQUAL installation parameter.

When you select a trade and/or a task code for a work order activity, any qualifications associated with the selected trade and/or task to the work order activity are automatically retrieved. You can also associate qualifications directly with the work order activity to enforce additional qualification requirements for the work order activity that are not inherited from the trade or task.

To associate qualification with work order activities:

Select Work > Work Orders.
Select the work order with which to associate qualifications, and then click the Qualifications tab.
Click Add Qualification.
Activity-Trade, Task, and Source are automatically populated.
Note: The activity-trade is only populated if one activity-trade exists. When two or more exist, Activity-Trade is empty.
Specify this information:

Activity-Trade

Select the appropriate activity-trade for the work order.

Qualification

Specify the qualification to associate with the work order activity. The description of the qualification and the qualification Organization are automatically populated.
Note: Removed is selected for any qualifications that are retrieved to the work order activity from a task/trade to indicate that the qualification is no longer associated with its original Source (the trade record on the Trades form or the task record on the Tasks form). You can only delete work order activity qualifications inherited from a trade/task for which Removed is selected or that are activity specific (not inherited from a trade/task).
Click Submit.