Qualifying your Team Members
Easily track your team's Qualifications, courses and certifications earned by qualifying your members and animals. This can help you to plan and schedule any required training Exercises necessary in advance to renew their qualifications and prevent any lapses.
đ ACCESS LEVEL: Owner or Editor
âšī¸ NOTE: Before you are able qualify your members for a qualification, you must first Add the Qualification.
Qualify/Re-Qualify Members
- Go to Planning > Qualifications
- Select the qualification you wish to qualify/re-qualify your members for
- Click on Qualify Members
- Select the members from the drop down list
- Update the Awarded Date, the Expiry Date will automatically calculate if the qualification has one
- Click Save Changes
âī¸ DANGER: Avoid updating an expired qualification by extending the last expiry date. Instead re-qualify the member(s) for that qualification which will ensure you are able to see the qualification history.
Bulk Qualifying Members from a Spreadsheet
- Do not delete the column headings shown in the upload template
- Names or Reference numbers of the members that you are qualifying need to be exactly as recorded in your team's account
- Every member listed in the upload sheet must have an award date, leaving it blank would throw an error
- Leave the expiry date blank if your qualification does not have an expiry date
- Both award & expiry dates must be in YYYY-MM-DD format
- Once the file has been uploaded successfully, the D4H system will convert the dates based on the date format that is selected in your account
- Go to Planning > Qualifications
- Click into the qualification you wish to update
- Click Qualify Members
- Click upload spreadsheet
- Download our Bulk-Upload Template (save file as a .CSV)
- Update the template with the applicable information; start adding member details in the second row
- Once the template has been populated, go back to the qualification you want to update
- Click Qualify Members
- Click Upload Spreadsheet and select the file or simply drag and drop the file into the box
- Once the file has uploaded, wait for the page to automatically submit
Bulk Qualifying Members from an Activity
Qualify your team members directly after they attend an Activity.
âšī¸ NOTE: Before you are able qualify your members from an activity their Attendance needs to be updated to Confirmed.
- Open the Activity
- Under Attendance click on the đqualify icon next to the Confirmed attendees
- Select the Qualification from the dropdown
- Update the Awarded Date, this will automatically be set as the Activity date
- Select Next
- Click Save Changes
