---
title: How do I create a qualification?
description: Build a worker or subcontractor qualification made up of various requirements.
---

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# How do I create a qualification?

## Build a worker or subcontractor qualification made up of various requirements.

 

**How to get there:**Access the admin portal. Click the 'Setup' tab. Click 'Worker Qualifications' or 'Subcontractor Qualifications'.

 

This is step **three** in the 'Getting Started Series'.

 

If building a **worker** qualification with a **course (video or powerpoint presentation)**, you should have already created the course for this qualification as outlined in the previous step [Creating a Course article.](https://help.gocontractor.com/how-do-i-edit-a-course?hsLang=en)

 

#### **Jump to:**

- **[Creating a qualification](https://help.gocontractor.com/how-do-i-create-a-qualification#Adding)**
- **[Adding requirements to a qualification](https://help.gocontractor.com/how-do-i-create-a-qualification#Creating)**
- [**Previewing a qualification**](https://help.gocontractor.com/how-do-i-create-a-qualification#Preview)
- [**Publishing a qualification**](https://help.gocontractor.com/how-do-i-create-a-qualification#Publishing)
- [**Applying a qualification to a project**](https://help.gocontractor.com/how-do-i-create-a-qualification#Project)

#### **What is a qualification?**

A qualification is the collection of requirements a worker or subcontractor company must complete in order to become compliant and gain access to a worksite.

Components of a qualification can include

- Safety orientation courses
- OSHA 10/30
- SafePass
- Other certifications
- Basic worker information
- Date of birth
- Phone number
- Emergency contact details

#### \*Courses (videos and powerpoint presentations) can only be added to Worker Qualifications. The platform does not support courses on Subcontractor Qualifications.

 

 

### How to Create a Qualification

1\. Click the 'Setup' tab

 

![setup](https://help.gocontractor.com/hs-fs/hubfs/setup.png?width=688&height=349&name=setup.png)

2\. Click either 'Worker Qualifications' or 'Subcontractor Qualifications'

 

![worker qualifications](https://help.gocontractor.com/hs-fs/hubfs/worker%20qualifications.png?width=688&height=349&name=worker%20qualifications.png)

 

3\. Click '+ Qualification'

 

![+ Qualification](https://help.gocontractor.com/hs-fs/hubfs/+%20Qualification.png?width=688&height=345&name=+%20Qualification.png)

 

4\. Give the Qualification a title

 

![title](https://help.gocontractor.com/hs-fs/hubfs/title.png?width=688&height=346&name=title.png)

 

*5. Enter a description (optional)*

 

![description](https://help.gocontractor.com/hs-fs/hubfs/description.png?width=688&height=347&name=description.png)

 

6\. Enter a title for the section

 

![section title](https://help.gocontractor.com/hs-fs/hubfs/section%20title.png?width=688&height=346&name=section%20title.png)

 

7\. On the left side is a library of requirements ready to use. To add any, click the three dot menu and then click "To Section"

 

![DOB 1](https://help.gocontractor.com/hs-fs/hubfs/DOB%201.png?width=688&height=347&name=DOB%201.png)

![DOB 2](https://help.gocontractor.com/hs-fs/hubfs/DOB%202.png?width=688&height=350&name=DOB%202.png)

### Creating Requirements

 

8\. If the requirement doesn't yet exist in the library, click 'Create Requirement'

 

![create requirement](https://help.gocontractor.com/hs-fs/hubfs/create%20requirement.png?width=688&height=347&name=create%20requirement.png)

 

9\. Select the type of requirement you would like to create

 

![type](https://help.gocontractor.com/hs-fs/hubfs/type.png?width=688&height=346&name=type.png)

10\. Edit the requirement details, then click 'Save to Library'

 

![requirement details 1](https://help.gocontractor.com/hs-fs/hubfs/requirement%20details%201.png?width=688&height=346&name=requirement%20details%201.png)

![requirement details 2](https://help.gocontractor.com/hs-fs/hubfs/requirement%20details%202.png?width=688&height=346&name=requirement%20details%202.png)

 

### Previewing Qualifications

Click the 'eye' icon to open the preview tool

![](https://help.gocontractor.com/hs-fs/hubfs/Screenshot%202024-09-18%20at%2012-08-02-png.png?width=320&height=130&name=Screenshot%202024-09-18%20at%2012-08-02-png.png)

 

 

11\. Once all requirements have been added, scroll to the bottom of the page and click 'Close'

 

![close](https://help.gocontractor.com/hs-fs/hubfs/close.png?width=688&height=349&name=close.png)

### Publishing Qualifications

 

12\. Click the three vertical dots under 'Actions' for the Qualification

 

![three dots](https://help.gocontractor.com/hs-fs/hubfs/three%20dots.png?width=688&height=346&name=three%20dots.png)

 

13\. Click 'Publish'

 

![publish 1](https://help.gocontractor.com/hs-fs/hubfs/publish%201.png?width=688&height=350&name=publish%201.png)

 

14\. Click 'Publish'

 

![publish 2](https://help.gocontractor.com/hs-fs/hubfs/publish%202.png?width=688&height=346&name=publish%202.png)

 

*\*Now that the qualification has been created and published, it needs to be applied to its project. Only then will it be visible to workers or subcontractors.*

 

### Applying a Qualification to a Project

 

15\. Click the 'Setup' tab

 

![apply setup ](https://help.gocontractor.com/hs-fs/hubfs/apply%20setup%20.png?width=688&height=350&name=apply%20setup%20.png)

 

16\. Click 'Add / Edit Projects'

 

![add edit projects ](https://help.gocontractor.com/hs-fs/hubfs/add%20edit%20projects%20.png?width=688&height=346&name=add%20edit%20projects%20.png)

 

17\. Select the Project to which the Qualification needs to be applied

 

![select project](https://help.gocontractor.com/hs-fs/hubfs/select%20project.png?width=688&height=346&name=select%20project.png)

 

18\. Click '+ Apply Qualification'

 

![apply qualification](https://help.gocontractor.com/hs-fs/hubfs/apply%20qualification.png?width=688&height=346&name=apply%20qualification.png)

 

19\. Select the Qualification and designate whether or not it is mandatory for workers to complete

 

![check boxes](https://help.gocontractor.com/hs-fs/hubfs/check%20boxes.png?width=688&height=347&name=check%20boxes.png)

20\. Click 'Add to Project'

 

![add to project](https://help.gocontractor.com/hs-fs/hubfs/add%20to%20project.png?width=688&height=346&name=add%20to%20project.png)

 

*Note: If you want workers to complete **one or more optional qualifications in addition to their mandatory qualifications**, select 'Require users to complete one or more additional qualifications'*

 

![additional qual new](https://help.gocontractor.com/hs-fs/hubfs/additional%20qual%20new.png?width=688&height=345&name=additional%20qual%20new.png)

 

Part 4: **[Inviting your Subcontractors](https://help.gocontractor.com/how-do-i-invite-subcontractors-to-projects?hsLang=en)**

 

Questions? Email support@gocontractor.com

Thank you!

 

 

 

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