Track staff qualifications and certifications

KALEA helps you know who is qualified to work on which machine: a catalogue of qualifications, each person's certifications with their dates, and requirements per machine or per category. This feature depends on your plan: see the plans page.

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   Step 1 : Open the management window

   In “Schedule”, then “Work orders”, scroll to the bottom of the page and click “Qualifications and certifications”. This window is reserved for the manager.

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   Step 2 : Fill in the catalogue

   Open the “Catalog” tab and click “Add”. Give the qualification's name and, if it expires, its “Validity period in months (optional)”. Leave it empty for a qualification that does not expire. Save.

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   Step 3 : Enter people's certifications

   Open the “People” tab. On the person's row, click “Add”, choose the qualification, enter “Obtained on” and, if you know it, “Expires on (optional)”. If you leave the expiry date empty, KALEA calculates it from the qualification's validity period.

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   Step 4 : Set the requirements

   Open the “Requirements” tab and click “Add”. Choose the qualification, then “Applies to” a machine category or a machine, and the “Level”: Required or Recommended.

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   Step 5 : Choose the company rule

   At the bottom of the window, the “Company rule” list offers: “No rule” (nothing is checked), “Warn” (KALEA warns when an order is assigned, without blocking) or “Block” (the server refuses to assign an order, or to sign as performer, without the required certification).