Create a qualification profile group

You can use qualification profile groups to simultaneously assign multiple qualification units to a team.

Qualification profile groups also ensures audit compliance by assigning the same set of qualification units to all members of a team. If you assign individual qualification units, you might miss out on assigning some qualification units to an employee in the team. When an audit is performed, the auditor will find that some team members have not completed the same set of qualification units.

Procedure

1. In the Launcher , click the Explorer.

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. Navigate to the folder where you want to create the qualification profile group.

3. Choose More Commands

New Add.

4. In the Add panel, select Qualification Profile Group.

Note If Teamcenter Copilot Quality is available, you can prompt it to create suggestions for your quality data.

5. In the Name box, type a name for the qualification profile group.

6. In the Description box, describe the qualification profile group.

7. Click Add.

8. To assign qualification profiles to the qualification profile group, do the following:

In the Target Entity section, click Add .

Search for and select the required qualification profiles, and click Add.

To remove an assigned qualification profile, select it, and click Remove .

9. Assign qualification units to the qualification profile group as follows:

Choose More Commands

Manage  > Assign Qualification Unit.

In the Assign panel, type the name of the qualification unit to filter from the list, select the required qualification units, and click Assign.

Note The qualification units must be in the Released or Approved Unreleased status to be assigned to the qualification profile group.

The selected qualification units are assigned to each qualification profile in the qualification profile group. If a qualification unit is already assigned to the qualification profile, an error message is displayed, and the remaining selected qualification units are assigned. For each qualification profile in the group, the qualification records are created for the assigned qualification units. Additionally, the quality actions and Effectiveness Review checklists, from the qualification unit, are created in the qualification records.