Assigning a Proficiency to an Individual

Proficiencies are all non-accredited training our members undergo. Any accredited training is managed by TED and should go through their office.

Note: Proficiencies should not be loaded in bulk. Guided automation using the tool will check any prerequisites already exist and also expire any duplicates

Note 2: You do not need to add parent proficiencies(proficiencies that require other proficiencies to be completed first). The system will automatically create these at 1am every morning when all prerequisites have been completed.

Search for the contact

 

Select the correct contact

 

Go to the top right and select “Manage Scopes and Proficiencies”

 

Select “Make a Proficiency”

 

Select the proficiency to add from the dropdown and click next

 

Check creation and expiry dates are correct, then click Next

Note: The system will check the Member has all the prerequisites at this point before proceeding

 

Add any other proficiencies as needed

 

The new proficiency will have been added to their record.