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DocsHovera platformPeople, partners, and costsQualifications

Qualifications

Qualifications are licences, certifications, and training that people hold. Apps use them to check who may do a job.

Before you start

You need qualifications.read to view. Renewing needs qualifications.manage.

Steps

  1. Open Setup, then Qualifications.
  2. Set Show: Expiring (default), Expired, Current, or All.
  3. Set Expiring within: 30, 60, 90, or 180 days. The default is 30.
  4. Filter by qualification type or place, or use Open a person.
  5. Click Renew on a row, complete the record, and save.

Result

The system shows "Renewed." The renewal is a new record that supersedes the old one.

Rules and limits

  • Rows show "(N days)", "(today)", "(N days ago)", "No expiry", or "Starts date".
  • Each type has reminders at 30, 7, and 0 days by default.