{"id":3827,"date":"2024-10-24T17:39:59","date_gmt":"2024-10-24T17:39:59","guid":{"rendered":"\/agile\/?post_type=ht_kb&p=3827"},"modified":"2025-01-06T16:22:33","modified_gmt":"2025-01-06T16:22:33","slug":"qualification-assignments-overview","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/qualification-assignments-overview\/","title":{"rendered":"Qualification Assignments Overview"},"content":{"rendered":"\n

This page allows user to add qualification, assign & unassign the employees to the qualification. Bolt has merged Qualifications and Qualification Assignments into 1 page. <\/p>\n\n\n\n

Add Qualification <\/strong><\/p>\n\n\n\n

To add qualification, <\/p>\n\n\n\n

    \n
  1. Click on Admin icon <\/li>\n\n\n\n
  2. Click on Qualification Assignments option available under Admin menu <\/li>\n\n\n\n
  3. On Qualifications page, click on button \u201c+ Add Qualification<\/strong>\u201d
    \"A<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Create qualification dialog will appear
      \"A<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select qualification Type from the drop down
        \"A<\/li>\n<\/ol>\n\n\n\n
          \n
        1. Enter qualification name <\/li>\n\n\n\n
        2. Once name is entered, button \u201cSave<\/strong>\u201d will enable <\/li>\n\n\n\n
        3. Click on \u201cSave<\/strong>\u201d
          \"A<\/li>\n<\/ol>\n\n\n\n
            \n
          1. A success toast message will appear, and it refreshes the grid and shows newly added qualification under qualifications section. <\/li>\n<\/ol>\n\n\n\n

            NOTE:<\/em><\/strong> <\/p>\n\n\n\n

              \n
            1.  Qualification Name must be unique.<\/em><\/strong> <\/li>\n\n\n\n
            2. Column Type and Qualification are sortable.<\/em><\/strong> <\/li>\n<\/ol>\n\n\n\n

              Edit Qualification <\/strong><\/p>\n\n\n\n

              To edit an existing qualification, <\/p>\n\n\n\n

                \n
              1. Click on Admin icon <\/li>\n\n\n\n
              2. Click on Qualification Assignments option available under Admin menu <\/li>\n\n\n\n
              3. Under Qualifications section, click on 3-dot (\u2026) icon under Actions for a qualification user wants to edit <\/li>\n\n\n\n
              4. Click on \u201cEdit<\/strong>\u201d option
                <\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Edit dialog will pop-up
                  <\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. User can edit the Type or Qualification Name or Both <\/li>\n\n\n\n
                  2. Once edits are done, click on \u201cSave<\/strong>\u201d <\/li>\n\n\n\n
                  3. Once it is saved successfully, it will show a success toast message and update the grid with edited information. <\/li>\n<\/ol>\n\n\n\n

                    Delete Qualification <\/strong><\/p>\n\n\n\n

                    To delete a qualification, <\/p>\n\n\n\n

                      \n
                    1. Click on Admin icon <\/li>\n\n\n\n
                    2. Click on Qualification Assignments option available under Admin menu <\/li>\n\n\n\n
                    3. Under Qualifications section, click on 3-dot (\u2026) icon under Actions for a qualification user wants to delete <\/li>\n\n\n\n
                    4. Click on \u201cDelete<\/strong>\u201d option
                      <\/li>\n<\/ol>\n\n\n\n
                        \n
                      1. It will show confirmation dialog\u00a0
                        <\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. Click on \u201cDelete<\/strong>\u201d appearing in the confirmation dialog <\/li>\n\n\n\n
                        2. If no employee has been assigned to the qualification user is deleting, it will delete the qualification successfully. Otherwise, it will throw an error. <\/li>\n\n\n\n
                        3. It will show a success toast message and remove the qualification from the qualification section. <\/li>\n<\/ol>\n\n\n\n

                          NOTE: If user tries to delete a qualification that has been assigned to employee(s), user will get an error message and will not be able to delete an assigned qualification.<\/em><\/strong>
                           <\/p>\n","protected":false},"excerpt":{"rendered":"

                          This page allows user to add qualification, assign & unassign the employees to the qualification. Bolt has merged Qualifications and Qualification Assignments into 1 page.  Add Qualification  To add qualification,  NOTE:  Edit Qualification  To edit an existing qualification,  Delete Qualification  To delete a qualification,  NOTE: If user tries to delete…<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[249],"ht-kb-tag":[215,116,250],"class_list":["post-3827","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-qualification-assignments","ht_kb_tag-admin","ht_kb_tag-mss","ht_kb_tag-qualifications"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3827","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3827"}],"version-history":[{"count":2,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3827\/revisions"}],"predecessor-version":[{"id":4564,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3827\/revisions\/4564"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3827"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3827"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3827"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}