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.

Qualify/Re-Qualify Members

1. Go to Planning > Qualifications
2. Select the qualification you wish to qualify/re-qualify your members for
3. Click on Qualify Members
4. Select the members from the drop down list
5. Update the Awarded Date, the Expiry Date will automatically calculate if the qualification has one
6. Click Save Changes

Bulk Qualifying Members from a Spreadsheet

1. Go to Planning > Qualifications 
2. Click into the qualification you wish to update
3. Click Qualify Members
4. Click upload spreadsheet
5. Download our Bulk-Upload Template (save file as a .CSV)
6. Update the template with the applicable information; start adding member details in the second row
7. Once the template has been populated, go back to the qualification you want to update
8. Click Qualify Members
9. Click Upload Spreadsheet and select the file or simply drag and drop the file into the box
10. 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.

1. Open the Activity
2. Under Attendance click on the 🎓qualify icon next to the Confirmed attendees
3. Select the Qualification from the dropdown
4. Update the Awarded Date, this will automatically be set as the Activity date
5. Select Next
6. Click Save Changes