Resource qualifications
Open Business → Resources → Qualifications to assign qualifications to a person so planning and Smart Assign can match them to the right work.
Outcome
You open the qualifications hub, select a resource, and assign or review qualifications (with validity) for that person.
Who it's for
Planner / company admin
Prerequisites
- Permission to view or manage resource qualifications
- At least one resource; services/qualification definitions available for your industries
Steps
- Open Business → Resources → Qualifications (management card, sidebar child labeled Qualifications, or /resources/qualifications). From a row you can deep-link with /resources/qualifications?id=… (pending review may add verification_status=pending_verification).
- Choose a person if the URL did not pre-select one. Available and assigned qualifications for that person appear once someone is chosen.
- Assign requirements the person holds (skills, certifications, evidence). Keep the active record open until you close it. A later change does not rewrite past invoices.
- Review pending verification when evidence or compliance review is required; filter current qualifications when you need to clear a backlog.
- Remove or replace outdated qualifications carefully so assignment stays fair. For the broader assignment story across services and clients, see Qualifications and assignment.
- This finishes the Business: Resources cluster. Continue with: Planning the first shift. Next Business cluster on the index: Clients.