How to Add and Manage User Qualifications

JGID allows you to record each user’s qualifications, upload supporting documents and set reminders for upcoming expiry dates.

Open the User’s Profile

  1. Select the gear wheel to open Settings.
  2. Select Users.
  3. Find and open the user whose qualifications you want to update.
  4. Scroll to the Qualifications section.

Depending on your device and screen size, the Qualifications, Skills and Training sections may appear underneath the user’s details or on the right-hand side of the screen.

Assign a Qualification

In the Qualifications section, you can either:

  • Enter a new qualification manually; or
  • Select an existing qualification from the drop-down menu.

The drop-down menu contains the default qualifications already available in JGID.

You can select multiple qualifications at the same time. Once you have made your selections, select Add to assign them to the user.

Record Qualification Details

After assigning a qualification, select Add Register to record additional information, including:

  • The date the qualification was obtained
  • The expiry date
  • A reminder date
  • A copy of the qualification or supporting document

Qualification Expiry Reminders

If you set a reminder date, the qualification will appear in the relevant reminders on the JGID dashboard when it is approaching expiry.

This helps you identify qualifications that need to be renewed before they expire.

Current Limitations

The qualifications feature currently provides basic qualification recording, document uploading and expiry reminders.

JGID does not currently provide an option to export all of an individual staff member’s qualifications as a combined document to send to a client. This functionality is on the future development wish list.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us