The qualification fields are used to gather information and details about a worker prior to their first day on site. This can include updated certificates and agreements as well as some unique details to help verify the employee for orientations like date of birth, address, phone number, and more. Most set-ups start with this information and as part of the orientation and add training courses as the final steps to completing the site orientation or induction in what GoContractor calls a Qualification which gets assigned to a project the worker is a part of. Ensuring that every worker under that project meets the same qualification requirements for their orientation or induction.
As an administrator, you may need to modify a qualification at a subcontractor or user level as requirements may change for:
- Adding or removing qualification fields
- Updating access and restrictions on qualification approval
- Change text or language if a qualification.
- Adding or removing courses.
Note: Qualifications are not the same as a Course requirement that is added to a qualification. If you would like to see how to edit a course as an admin, please see Editing Courses. If you have not created your qualification yet please see Creating a Qualification.
The steps to editing qualifications are the same for Workers and Subcontractor's qualifications as the General Contractor admin in GoContractor.
Add a qualification field
To ADD an additional qualification to your orientation or induction, you can simply go to:
- Setup > User or Subcontractor Qualification
- Select the qualification based on the name you have selected for the Project or region
- Click the Vertical Ellipsis ⋮ (three dots) on the far right of the qualifications > Edit
- Use the search feature to see if the field exists, if the field is not there.
- Click the + button to add a new field to the library which can then be dragged into the existing qualification configuration on the right side.
- Now you can Notify, add a section, or preview what the worker will see when they access their orientation.
Important: All qualified users existing under this qualification will be switched to unqualified when a new field is added. Please click the Notification icon at the top of the edit screen to notify all users that are not Unqualified after this change.
- We recommend you search the field you are trying to add to see if it already created. We also recommend scrolling through the existing qualification to ensure you're not adding the same qualification field twice.
- All newly added fields will take effect immediately for all users assigned to the qualification. Be sure to notify the user or updates to qualification by pressing the bell icon at the top right of the edit screen.
Edit a qualification Field
Changing this requirement may affect users who have already taken the qualification. The worker may require additional admin approval or new expiration dates could impact orientation completion status.
To Edit an additional qualification to your orientation or induction, you can simply go to:
- Setup > User or Subcontractor Qualification
- Select the qualification based on the name you have selected for the Project or region
- Click the Vertical Ellipsis ⋮ (three dots) on the far right of the qualifications > Edit
- On the left-hand side, you will see a search bar. You may search the field that is already present in your qualification and click the three vertical dots
- Click the Vertical Ellipsis ⋮ (three dots) to the right of the field name to edit.
- You will be prompted that "Changing this requirement may affect users who have already taken the qualification. Are you sure you want to proceed?" Click yes to proceed.
- Now you can Notify, add a section, or preview what the worker will see when they access their orientation.
Remove a qualifications Field
To REMOVE an additional qualification to your orientation or induction, you can simply go to:
- Setup > User or Subcontractor Qualification
- Select the qualification based on the name you have selected for the Project or region
- Click the Vertical Ellipsis ⋮ (three dots) on the far right of the qualifications > Edit
- On the left-hand side, you will see all existing qualification fields a user must fill out. You can click the trash icon to delete a field.
