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.) 

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, 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 DateMatch 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