--- alias: user-guide-create-qualification description: "Create a new qualification object with configurable details and options for assignment" --- # Create Qualification :lock: Qualification.**Create** :lock: Qualification.**CreateTemplate** :lock: Qualification.**CreateFromTemplate** ## Overview This operation is used to create a **Qualification**. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu. ## Setup No specific setup is required other than to meet the preconditions of the transaction. ## Preconditions * The **Qualification** does not currently exist in the system. ## Sequence of Steps ### Step 1: General Data 1. Provide a name for the **Qualification**. 2. Optionally, provide a description of the **Qualification**. 3. Select the **Qualification** type. The list of possible values are taken from the lookup table *QualificationType*. 4. Select the Owner Role associated to the **Qualification**. The list of Roles is retrieved from the Roles currently configured in the system. 5. Optionally, select the default **Qualification** reason (values are taken from the lookup table *QualificationReason*). 6. Optionally, enter an documentation URL with information about the **Qualification**. 7. Define if the **Qualification** can be set to *Allow Self-Assignment* by setting the appropriate flag, enabling the **Employee** to self-grant this **Qualification** to/from himself/herself. Following the same logic, the **Qualification** can be set to *Allow Assignment By Manager* by setting the appropriate flag, allowing the Manager of the **Employee** to grant this **Qualification** to/from his subordinates. 8. Optionally, select a validity for the **Qualification** as well as the validity period scale. In addition, it is possible to specify whether the validity can be overriden by setting the *Allow Override* flag. 9. Optionally, select a Grace Period for the **Qualification** by defining a duration and a scale - only possible if a validity has been set. 10. Select **Create** to complete the operation and the new **Qualification** will be created. !!! warning If a Validity Period is defined, it must be greater than the **Qualification** Date. ![create_qualification][create_qualification] [create_qualification]: images/create_qualification.png