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Assigning Engineers to Qualifications

This article will show you how to assign engineers or sub-contractors to your qualifications.

First, go to Modules > Manage Qualifications.

Select a qualification, then click the ‘Qualified Engineers/Supplier‘ tab.

Next, click Add > Engineer.

Select the engineer in the ‘Qualified Engineer‘ drop-down box.

You can then fill in the relevant information such as valid period, training dates, training provider and certificate no/ref.

When filled in, click on ‘Save & Close’.

Clik Service

Clik Service

Staff & Users

Creating Qualifications
Clik Service

Clik Service

Staff & Users

Setting Reminders for Qualifications

Staff & Users

  • Staff and User Database Overview [Video]
  • Staff, Users and Permissions
  • Changing the Admin Password
  • Creating Digital Signatures
  • Setting Up Rates and Work Hours
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