Assign the target entities and responsible users for a qualification profile

A target entity can be a person who must complete the qualification records assigned to the qualification profile. A target entity can also be equipment that must be certified on the qualification records assigned to the qualification profile.

A responsible user can be the supervisor or manager of the assigned person. For an assigned equipment, a responsible user can be the calibration manager or the floor manager. You can assign multiple responsible users to the qualification profile. The responsible users track the qualification status of each assigned target entity. They also update the qualification status of the target entity by updating the qualification records.

Procedure

1. Open the required qualification profile.

2. To assign a target entity to the qualification profile, do the following:

In the Target Entity section, click Add .

To assign a person as the target entity for the qualification profile, in the Add panel, type a name or title to filter the list of users, select the relevant user, and click Add.

If the selected person is already assigned to an existing qualification profile, an error message appears. In this case, select another person to assign as the target entity.

To assign a unit of equipment as the target entity for the qualification profile, click the Equipment tab, search for and select the required equipment, and click Add.

If the selected equipment is already assigned to an existing qualification profile, an error message appears. In this case, select another equipment to assign as the target entity.

To replace the assigned target entity, select it, and click Replace .

In the Replace panel, search for and select the required person or equipment, and click Replace.

3. To assign the responsible users for the qualification profile, do the following:

In the Responsible Users section, click Add .

In the Add panel, type a name or title to filter the list of users, select the relevant users, and click Add.

To remove an assigned responsible user, select the user, and click Remove .