Qualification settings: who needs what, and your own qualifications

Settings only ever add to the fixed rules. With nothing set, everyone needs exactly what their role type and first aid officer tick say.

Require a built-in qualification more widely

1. 1Step 1: Open the staff list and select Qualification settings.
2. 2Step 2: Under Built-in qualifications: who else needs them, choose who needs each one: All staff, one role type, First aid officers, staff who run an activity, or Only as above, or staff I choose.
3. 3Step 3: Select Save.

Add your own qualification

1. 1Step 1: Under Add a qualification, enter its Name.
2. 2Step 2: Answer Does it expire? (Yes, or No, it's done once). If it expires, set the Renewal period in months: it's used to work out the expiry when a certificate doesn't print one.
3. 3Step 3: Choose Who needs it, tick A copy of the certificate is needed if it is, and add an optional Note for staff (for example which course counts and where to do it).
4. 4Step 4: Select Add qualification.

Under Your own qualifications, edit one and select Save changes, or Archive it. Archived qualifications stop being required; Use it again brings one back.

Choosing staff by name

For Only staff I choose, tick the qualification under Also needs on each person's page.