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Managing Qualifications

Qualifications are a means that Intelligent Automation Cloud provides to ensure quality output from workers and narrow a Workforce for optimal performance.

There are three ways Qualifications can be assigned to workers:

• manually as described in Create and assign Qualifications to workers
• automatically via Qualification Rules
• via worker requests for specific Qualifications

For additional information, see the following topics:

• Qualifications
• Create and assign Qualifications to workers
• Create Qualification Task

Manage Qualifications

To start managing Qualifications, click the Qualifications item in the top menu. You will see the following grid with a search field and a filter.

On the Qualifications page, you can perform the following actions:

• view Qualifications—Name, Keywords, Author, Description, the Auto Granted status.
• search Qualifications—by their name or keywords.
• filter Qualifications—by the criteria, such as All Custom, My, System.
• view or edit the Qualification Info and view the Change History—click the appropriate View link in the right column.
• add Qualification—click the Add button in the top right corner.
• remove Qualification—select Qualifications and click the Remove button.

Add Qualification

To create a Qualification, proceed as follows:

1. On the Qualifications page, click the Add button.
2. Enter the Qualification info in the appropriate fields.
3. Click the Save button.

For a saved Qualification, you cannot modify the Name and Keywords.