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Assign Qualifications Plan to a User

Overview​

Use this page to assign a qualifications plan to one or more users. This is helpful when users need to begin working against a defined set of qualifications.

Permissions / Access​

Who can perform this action?

  • Department Manager
  • Company Manager

Management Console -> Qualifications -> Manage Qualification Plans

Steps​

  1. Navigate to Management Console.
  2. Select the Qualifications tab.
  3. Select Manage Qualification Plans.
  4. Select Assign a Plan.
  5. Select the user or users you want to update.
  6. Select the qualifications plan you want to assign.
  7. Select Assign Qualifications Plan.

Result​

  • The selected users are assigned to the qualifications plan.
  • The plan becomes available for qualifications tracking on those users.

Notes / Tips​

  • You can assign the same plan to more than one user at the same time if the interface allows multi-selection.
  • Confirm the selected plan is the correct one before assigning it.

Troubleshooting​

  • Issue: A user does not appear in the selection list.
  • Solution: Confirm the user account is active and available for plan assignment.
  • Issue: The wrong plan was assigned.
  • Solution: Use the Change User Plans page to update the user assignment.