Searching by Qualifications

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.) 
  1. Module and Status, Communication and Group Filters select status(es) and option(s) to include 
  1. Click the [Add Search Criteria] button 
  1. Search Type: Select “Qualifications” from the dropdown list 
  1. Qualifications: Select desired option from dropdown list 
  1. 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) 
  1. Level: Select the match level from the dropdown list 
  1. If the Qualification has an expiration date, select the desired Expiry DateMatch Type:
    • Is not currently expired 
    • Is currently expired 
    • Is expired as of
      • Enter date 
    • Will expire between dates
      • Enter date range 
    • Ignore expiry  
  1. Click the [Add] button to add additional options to your search, or click the [Add and Go] button to run your search 
Updated on February 15, 2024

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