Manage Qualification Categories
Prerequisites
Your company must be enrolled in the Qualifications Management Closed Beta.
You must have 'Admin' level permissions on the Company level Admin tool.
Steps
Navigate to the Company level Admin tool.
In the right-hand sidebar under "Company Settings," click Tags Management.
Click the Categories tab. This view displays a list of all existing Qualification Categories.
From this dashboard, you can perform the following actions:
Add a New Category
Click + Add Category.
Enter a Category Name (e.g., Safety Training, Specialized Licenses, or Equipment Ops).
Save the category to add it to your list.
Manage Tags within a Category
Locate the category you wish to modify.
Click Edit to select or deselect the Qualification Tags that should be grouped under this category.
Note: A single tag can be assigned to multiple categories if necessary.
Delete a Category
Click the Delete
icon next to the category name.Note: Deleting a category does not delete the tags inside it; it simply removes the grouping.
Best Practices
Logical Grouping: Create categories that align with your site's specific safety requirements, such as "Site Access Requirements" or "Machine Operator Certs."
Consistent Naming: Use clear, consistent naming conventions for categories to ensure all Project Managers can easily find the certifications they need to verify.