Open the employee record but do not select edit. In Read mode scroll to 'Manage Trainee Qualification Definitions' and select 'Add Qualification Definition'.

You can select an organization (1) which means you are able to select qualification definitions from other sites. To filter the records found you can switch to view (2) to search by doc type, doc number, manager etc. The document types are displayed and allow you to open relevant ones and select the records you need to associate with this employees role (3). Put a check mark against the required definition(s) and 'Add Selected Qualification Definition(s) (4).

You can add a reason for this particular choice of qualification definition for this particular employee.

Because there is now a qualification definition and with it, associated course(s) and document(s), the employee status is automatically changed to 'Not Fully Qualified'.

The employees profile now shows the qualification definition including status.

The Qualification definition added to this employees profile contained courses and documents which are now incorporated automatically into this record as required training. These now have to be satisfied before the employee status can be fully qualified.

THIS IS THE END OF STEP 4 - MANAGING QUALIFICATION DEFINITIONS PER EMPLOYEE