How to Add, Edit and Delete Qualifications

A new users course dealing with creating Qualifications. This resource covers how to add, edit and delete Qualifications within iReportSource.

Procedures:

Qualifications Overview

A. Add Qualifications

B. View/Edit Qualifications

C. Qualifications Filters

Add Qualifications

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Qualifications
7. Click Add Qualifications
8. Enter the required information
   • Group or Establishment- Enter the Group(s) or Establishment(s) that will have access to view the Qualifications.
   • Project- Enter the Project(s) that will have access to view the Qualifications.
   • Qualification- Select the title for the Qualification.
   • Scheduled Date- Enter the date the qualification is scheduled for.
   • Expiration Date- Enter the date that the qualifications will expire or needs to be reviewed.
   • State of Certification- Select the state that the certification was received in.
   • Personnel Name- Select the name of the certified employee(s).
   • Certification Entity- Enter the certification entity.
   • Certification ID- Enter the certification ID number.
   • Attachments- Attach any documents such as a copy of the certification.
9. Click Submit

Edit Qualifications

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Qualifications
7. Click View/Edit
8. Click Edit
9. Make desired updates
10. Click Update

Delete QUALIFICATIONS

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Documents
6. Click Qualifications
7. Click Delete
8. Confirm deletion by clicking Delete

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