Recording Qualifications

Click WORKBENCH and then click DATASETS.

Then click SM&CR.

Then choose Certification Regime.

Then click on Fit and Proper testing.

Then click on Fit and Proper Assessment Criteria.

Then click on Competence and capability.

Then click on Qualification.

A list of all people in your firm for which you have recorded qualifications will appear (if any have been created).

If the person already has a log of qualifications, and you're adding a new entry or updating information already held within the system, click on that person's name and skip to step 11.

If a record of qualifications for the member of staff has not yet been created, you would need to create a new one - click the PLUS (+) symbol next to QUALIFICATIONS in the middle of the screen.

A new pop up window will appear.

If this is a blank form, with no information in it currently, skip to step 13. Otherwise if there is already information here you can update it by clicking the EDIT button, and following the steps from step 14 below.

Use the dropdown box to confirm who the qualification record is for. (NB - if the person who is the subject of these Directorships and Positions of Trust doesn't appear in this list, you'll need to create them as a Person Entity first - here's how).

In the Schools section, you can:

In the Further Education section you can:

In the Higher Education section you can:

In the Business Qualifications section you can:

Use the Institution text box to record the name of the Business Qualification institution that they attended.

Use the Qualifications text box to list all qualifications achieved while attending that Business Qualification institution.

Finally, you can use the Documents section to upload any supporting documents (e.g. evidence of qualifications).

Once done, click SAVE, and then CLOSE.

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