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Searching by Qualifications
Searching by Qualifications
Updated over a month ago

Note: At least one Qualification must be created for this option to be visible.

  1. Go to any option that requires a search (i.e. Communicate >> Send Email; People >> Search, etc.)

  2. Module and Status, Communication and Group Filters select status(es) and option(s) to include

  3. Click the [Add Search Criteria] button

  4. Search Type: Select “Qualifications” from the dropdown list

  5. Qualifications: Select desired option from dropdown list

  6. Match Type: Choose what you would consider a match:

    • Ranked Qualifications (Is equal To, Is greater than or equal to, Is less than or equal to, Is empty, Is not empty, Is empty or not equal to)

    • Exact Match Qualifications (Is equal to, Is not equal to, Is empty, Is not empty, Is empty or not equal to)

  7. Level: Select the match level from the dropdown list

  8. If the Qualification has an expiration date, select the desired Expiry Date Match Type:

    • Is not currently expired

    • Is currently expired

    • Is expired as of

      • Enter date

    • Will expire between dates

      • Enter date range

    • Ignore expiry

  9. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search


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