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Table of content

Step-By-Step

 

Create Qualification process

 


1- In Tabs => Click on  “Qualification Processes

2- Click on “ New” 

❑ Information

1- Fill Qualification process Name “ENGINEERING EQUIPMENT”

2- Fill Start date

You can add Reason

3- Click on Save

 

How add the accounts to Qualification process

 

 

1- In Tabs => Click on  “Qualification Processes”
2- In View menus , select “ My Qualification Processe
3- In Listviews Click on Qualification Process you want to add an account 

 

 

Scroll down to find the "Account Qualification Processes" and Click on the button "New Qualification Process

 

 

 

❑ Select an account

Qualification Process  is automatically fill in this square “ENGINEERING EQUIPMENT”
1- Fill an Account“  you can use the magnifier at the right of the "Account”
2- Click Save

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Step 6 Description

 

 

Step 8 Description