Qualifications

A detailed look at the fields and dependencies in the Qualifications records, how to create a new Qualificaiton record & editing existing Qualifications.

NOTE: Qualifications are only available in the Standard and Enterprise versions of Solarvista. If you are using Lite , please skip to Problems or return to Setting Up Data.

 

The “Qualification” record holds information about a specific certification valid for a specific collection of Users. It is only used as part of the planning and scheduled features of Solarvista. It is not a mandatory requirement.

Where Qualification Records are Used

The following files refer to Qualification records so if you plan to use any of these, setting up the records in this file will be important or even critical:

None.

Pre-requisite Files for Qualification Records

When setting up Qualification records, it is recommended to review the other data files that may need to be referred to by each record. These are the files that you may need to setup in advance:

• Users
• Certifications

Field Descriptions for Qualification Records

The ID section holds the unique ID for the record:

Reference - holds the unique ID for the record (most records in Solarvista have one of these). It cannot contain any spaces or non-standard characters. Once the record is saved, it is not possible to edit it afterwards. In most default situations, the Reference is automatically set using a counter sequence, however, you can setup your own if you prefer.

 

The Details section holds the Certification that’s relevant:

Certification – the applicable Certification.

Certificate Ref – a text field to record the certification reference, if applicable.

 

The People section holds the Users with this Qualification:

Users – a list of the Users with this Qualification. At least one must be added/

 

The Validity section holds optional dates for validity of the Qualification:

Valid From – the date from which the Qualification should be valid. If not populated, the validity is assumed, subject to the Valid Until field.

Valid Until – the date until which the Qualification should be valid. If not populated, the validity is assumed, subject to the Valid From field.

 

The Other section holds miscellaneous additional information:

Memo – a free text field that can be used for any purpose.

Code – used to hold an optional alternative ID code. This may be applicable in situations where information is being transferred to other systems via Connectors and the code here is used to identify the record to the other system.

Status – defines the status of the Qualification as follows:

• Disabled – is not active. The record will not appear for selection in other parts of the system.
• Enabled – is active. The record will appear for selection in other parts of the system.

Creating a New Qualification Record

To create a new Qualification record:

1. Click on the “Plus” button. A menu will appear.
   
2. Within the “Data Sources” section, find “Qualification”.
   
3. Click on “Qualification”.
4. A new “empty” Qualification record will appear.
5. Populate all fields as you require.
6. Click on the “Create” button.
   
7. You may need to refresh the page to see the new record in a view.
   

Editing a Qualification Record

To edit a Qualification record:

1. From the main menu, select Qualifications.
   
   The default view for Qualifications will open.
2. Click on the Quick Filter button.
   
3. Enter criteria for the Qualification record you are looking for and click Apply button.
   
4. The view will update. Find the record you are wanting to edit.
5. Click anywhere on the row that shows the record. The record will open.
6. You can edit any field that allows editing (some could be set to read only).
7. Click on “Save” button to save changes.
   

Deleting a Qualification Record

To delete a Qualification record.

1. From the main menu, select Qualifications. The default view for Qualifications will open.
2. Click on the Quick Filter button.
   
3. Enter criteria for the Qualification record you are looking for and click Apply button.
   
4. The view will update. Find the record you are wanting to delete.
5. On the left side of the view is a column containing checkboxes.
6. Check the box of the record you want to delete.
7. Click the “Delete” button on the top right.
   
   A slide in dialog will appear prompting you to confirm the delete, by typing in the word “DELETE” again.
8. To confirm, click the “Delete” button and the record (or records will be deleted).
   
   
   

Note: You can delete Qualification records referred to only by other Data Sources however this will leave those records without an associated to a valid Qualification record. If this happens by accident, you can manually recreate the record ensuring the Reference is identical. You can also change the status of the record to prevent it appearing on screen in future whilst maintaining historical integrity.

Customising or Adding New Fields

Solarvista™ is built upon a uniquely flexible platform that allows you to edit fields (or remove them in some cases) as well as add your own fields. These new fields (or edited characteristics of existing fields) automatically become available within the web portal and the mobile apps. For more information, refer to the Customising section.

Importing Qualification Data in Bulk using Import Tool

If you have a lot of Skill information to enter, you may prefer to upload this using the Import Tool that’s built into Solarvista. The Import Tool enables Qualification records to be created from “CSV” text files. CSV files can be created from a wide range of popular applications including Microsoft Excel. For more information on importing data into Solarvista, please refer to the article here.

Continue the Setting Up Data series with Resource Info.