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How to Qualify & Authorize User

Attention, this is the published version. You can find the working version in the working space.

How to Qualify & Authorize User

The left panel displays a list of classifications associated with the user. Each classification includes its name and an indicator to denote its activity status, indicating whether it is currently active or inactive. Additionally, only classification types with the setting Qualification possible are shown in this list. See How to Classify Entities

Upon clicking on a specific classification from the list in the left panel, the right panel updates to display the respective data associated with that classification. This data includes information regarding CAB, Services, Audit types, and Training, providing users with more information regarding to that.

Basic Information of a User

ColumnTypeDescriptionAuditorReviewerBack office
CodeText

Enter an auditor's identity number

X

X

X
ActiveCheckboxCheck to activate the qualification. Only active qualifications can be assigned to CABsXXX
Audit of several days possibleCheckboxCheck if the auditor can perform an audit that lasts several daysX

Min. audits/yearNumberEnter the minimum number of audits that the auditor has to perform per yearXX
Target audits/yearNumberEnter the target number of audits that the auditor has to perform per yearXX
Max. audits/year*NumberEnter the maximum number of audits that the auditor has to perform per year (* This field is per default used for the qualification check)XX
Min. audit hoursNumberEnter the minimum number of hours that the auditor has to performXX
Target audit hoursNumberEnter the target number of hours that the auditor has to performXX
Max. audit hoursNumberEnter the maximum number of hours that the auditor has to performXX
External AuditorCheckboxCheck whether the person is an external auditor.X