Importing unlinked qualifications

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

To import unlinked qualifications:

  1. Select Work > Work Orders.
  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. Specify this information:
    Activity
    Select
    Job
    Select
  5. Choose one of the following options:
    • Import From Trade
      Click to import trade qualifications. 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.
    • Import From Task Plan
      Click to import task qualifications. The system retrieves any qualifications for the task that were not previously linked to this work order activity and populates Source with Task Plan 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.