Review and Approval of Staff Submitted Skills and Qualifications

Why is there a need to review before the approval of the submitted Staff Qualifications?

When creating a Qualification, there are options to choose for in order to validate if the submitted data and documents are suited for the submitted qualification. To know more about these options, go to Settings → Qualifications then click Create New Qualification button on the upper right hand corner. Once you check one of those options, staff is now required to pass requirements that are now checked. For example if the Require Certification is checked, the staff needs to submit a certificate that will help validate his or her qualification.

Reviewing a qualification helps the employer to decide whether the submitted Qualifications are valid. By choosing some of the options above, the employer can gather more requirements that can help him or her to decide.

How to create Qualification that needs approval?

1. Go to Settings → Qualifications.

2. Click Create New Qualification button on the upper right hand corner.

3. Fill up necessary fields and choose inside the box what you want the staff to submit. Click Save button.

By default, Require Approval is automatically selected because CareVision wants the employer to review first the Qualification submitted by staff before approving it. 

How to Submit a Qualification that needs approval?

1. Go to Staff Profile → Qualifications. Use the created Qualification from Settings → Qualifications.

2. Click Add Qualification button. 

3. Select the qualifications from the drop down.

4. Fill up the Description field. 

5. Click Save button. The qualification is now added on the list of qualifications of staff.

The Qualification created has a status Pending which means that this created qualification is created using the Qualification with Require Approval enabled.

How to approve a Qualification that needs approval?

1. Go to Settings → Skills and Qualifications. By default the Qualifications that are displayed are for Approved Qualifications. 

There are other options for viewing Qualifications assigned to as staff. Just click the drop down on the top. 

2. Since we are going to approve a pending Qualification, go to Pending Qualifications to view the qualification that we previously assigned for the staff. 

3. Click the Qualification. Choose the status Approved to approve the Staff Qualification. 

4. Click Save button. The qualification will be viewable now on Approved Qualifications sections. Don't forget to change the view from Pending Qualifications to Approved Qualifications.

5. Go to Staff Profile → Qualifications. The status of the qualification is now set to Approved.

What will happen if a Qualification that doesn't require approval is used?

1. Create a Qualification without requiring an approval from Settings → Qualifications.

2. Go to Staff Profile → Qualification.

3. Click Add Qualification button.

4. Choose the same qualification without approval. Click Save button.

 

As you can see, the newly added qualification is automatically Approved. 

• Related Articles

• Differences between Skills and Qualifications

  What are skills and qualifications In CareVision, qualifications and skills are used to determine whether they are a requirement for services, clients or the organization. An organization can have multiple qualifications and skills. Each ...

• Staff Submit Skills and Qualifications

  Assuming that there's an existing qualifications from Settings → Qualifications & Settings → Skills  What are Qualifications and Skills? Qualifications and skills are the attributes or abilities of an individual, some of which require certification ...

• Managing Skills and Qualifications

  What are skills and qualifications Skills A skill usually refers to something that someone has the ability to do.  A skill can be associated to a qualification such as wound management as a skill that a registered nurse would posses. However, a skill ...

• Staff Qualifications and Skills Report

  Staff Qualifications and Skills Report It is important to keep track of staff member skills and qualifications when it comes to handling multiple clients with various needs. The Carevision Management Portal offers a reporting service in order to keep ...

• Reminders for Renewals of Qualifications

  Staff Qualification plays a vital role in allocating the appropriate staff into client bookings. Providing a competent staff with the necessary skills and qualifications provides great advantage on handling the care recipient's needs. As such, it is ...

Request an Article or Guide

We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.