Define Additional Qualifications

Explanation

This activity is used to define additional qualifications (i.e., competencies and certificates) for resource lines of Demand Types Person in Work Tasks, Work Task Templates and PM actions.

Qualifications are linked to HR (Human Resource) competencies that are directly related to the employee connected HR qualifications. The employee connected HR qualifications is also used in combination with the HR job identities, which can in return be linked to Person Resource Groups (provided IFS Human Resources is installed). This gives the person demand lines additional qualification requirements indirectly. The qualifications defined within this activity are additional to those connected to the HR job ID.

Prerequisites

• A Work Task with person resource demands defined should exist.
• The Work Task Template and PM action should be in the Preliminary or Active status. (Only applicable if PM actions or work orders have not been generated.)
• Work list/Resource lines must have been entered for the particular Work Task Template and/or PM action.
• Resource lines must have been entered for the particular Work Task.
• IFS Human Resources must have been installed and the following must have been defined: Competency Groups, Elements, Levels, and Certificates. 

System Effects

As a result of this activity the additional competencies and/or certificates will be connected to the selected person demand line and the Additional Qualification check box will be selected for the particular resource line. The additional qualifications will be used when searching for resource to allocate to the work lists/tasks.

Window

Work Task
Work Task Template
PM Action
Work Order Structure

Related Window Descriptions

Work Task
Work Task Template
Work Task Template/Work List
PM Action
PM Action/Work List
Work Tasks/Resources/Demands
Work Order Structure
Work Order Structure/Resource/Demands
Additional Qualifications - Work Task
Additional Qualifications - Work Task Template
Additional Qualifications - PM Action
 

Procedure

1. Open one of the following windows:

• Work Task
• Work Task Template
• PM Action
• Prepare Work Order
• Work Order Structure

2. Click the Work List/Resources or Resources/Demands tab.
3. Select a person demand line for which you want to define additional qualifications. Right-click and then click Additional Qualifications. The Additional Qualifications dialog box opens.
4. Click the Competency tab and click New. Select values for the following fields: Competency Group ID, Competency ID, Competency Level ID. You can use the drop down list or click List to select suitable values.
5. Click Save.
6. Click the Certificates tab and click New.
7. Select a certificates from the available list or click List.
8. Click Save.
9. Click OK.