Set Up Staff Member's Qualifications
Setting up staff qualifications ensures that each team member’s credentials and certifications are accurately recorded. This information is important for compliance, quality assurance, and assigning appropriate roles.
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In the left menu bar, click People.
Click Teams.
Select the staff member.
Click Qualifications.
Click +Add Qualification to add a new qualification.
Enter the staff member’s name in the Staff Name field.
Select the appropriate qualification from the Qualification dropdown. Available options depend on the qualifications set up in Settings > Qualifications.
For detailed steps, see Qualifications and Skills Set Up.
The Description field will autopopulate based on the information provided during setup.
Enter the Obtained Date: Specify the date the staff member received the certification.
Enter the Certificate Validity: Indicate the expiration date or the period for which the certification is valid.
Enter the Certificate Number: Provide the unique number assigned to the certification by the issuing authority.
Enter the Certificate ID: Add any additional identifier or code provided by the certifying body for verification or record-keeping.
Add any relevant files in the Attachments section.
Click Save.
The qualification will now appear in the staff member’s Qualifications section.
This document guides you through setting up and managing staff qualifications in CareVision. Accurate qualification records are essential for compliance and quality care. For more information, contact the CareVision support team.
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