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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