Release a qualification unit

You must select a workflow that matches your training needs to release a qualification unit. The workflow controls how to track equipment or employee certifications. After selecting the right workflow and releasing the qualification unit, you can assign it to qualification profiles.

Procedure

1. From Launcher , click Explorer.

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

2. Open the required qualification unit.

3. Choose More Commands

Manage  > Assign QR Workflow .

4. In the Assign panel, select one of the following:

QR Status Workflow Equipment: To manage and track qualifications that are specifically tied to equipment, machinery, or hardware certifications. QR Status Workflow User: To manage and track individual employee qualifications, certifications, and professional competencies. QR General Training Workflow: To manage and track training programs that involve both internal and external participants, including company-wide training.

5. Click Assign.

6. Choose More Commands

Manage  > Submit to Workflow .

7. In the Submit to Workflow panel, from the Template list, select Qualification Unit Release Workflow.

8. Specify the required properties.

9. Click Submit.

The workflow creates a task for you and Task to Perform section is available.

10. To make the qualification unit available for the qualification profiles, complete the task as follows:

In the Task to Perform section, specify the reason to add the qualification unit in the Comments field, and then click Complete.

In the Task to Perform section, specify the details on effectiveness review in the Comments field, and then click Complete.

Select false, if the approval is not required or select true, if the approval is required.

To select the signoff team, do the following:

In the Reviewers section, click Add , and then search for and select the reviewers. Click Add. Specify the reviewer's level of participation in the Minimum Participation section. Enter your comments in the Comments box, and click Complete.

After the reviewers provide their approval, the workflow creates a Delayed Release Hold task for you. Complete this task as follows:

Go to your Inbox and click the Delayed Release Hold notification. Enter your comments in the Comments box, and click Complete.

Results

The qualification unit is released, and its Release Status is updated to TCM Released.

The qualification unit is released and available for assignment to qualification profiles and qualification definitions. Its Release Status is updated to TCM Released. After you assign a qualification unit to multiple qualification profiles and qualification definitions, you can view the list of assigned qualification profiles and qualification definitions in the Where Used tab of the qualification unit.