The Qualification Plans tab in the Opportunity Summary shows any qualification plans associated with the opportunity. For each plan, the following details are shown:

• Description
• Code
• Quantity
• Age Band
• Funding and Monitoring (FAM) Annual Contract Type (ACT)
• VAT Status

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Filtering the Qualification Plan List

The options to search the qualification plan list by Code or Description or filter by Number of Records are available from above the list. Once you have entered the necessary details, press Enter or select the Image Added icon to run the search and apply your filters.

Exporting the Qualification Plan List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Qualification Plan

Selecting Add Qualification Plan in the qualification plan tab will open a window where you can link a new qualification plan to the learner. A search bar is available at the top of the drop-down menu.

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Once you have finished, select Save to add the qualification or Cancel to discard it. Further details can be added by editing the qualification, as explained below.

Editing Prior Qualifications

Selecting ... > Edit by a qualification in the list will open a window where you can edit the following details:

• Title
• Achieved date – Selecting this field will open a calendar date selector.
• Qualification
• Level
• Grade
• Certification Status
• Verified Type
• Verified Date – Selecting this field will open a calendar date selector.
• Proxy Type
• Proportion
• Expires date – Selecting this field will open a calendar date selector.
• Proxy Notes
• Relaxation For

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Prior Qualification Actions

Along with adding and editing qualifications, the following actions are available from the prior qualification list:

• Details – Selecting ... > Details by a qualification in the list will open a window where you can view all details recorded for the qualification. The information shown here will depend on which fields have been completed in the edit window explained above.
• Delete – Selecting ... > Delete by a record in the list will remove the qualification from the learner record. You will be prompted to confirm before the record is removed.