Define obligations, qualifications and validity rules
Read the item, period and validity rule before interpreting expiry.
Task 1
Training obligations and external qualifications
Before you start
- Permission on requirement catalogues; documentary instructions and a published rule when used.
Steps
- Open the appropriate catalogue: obligations and external qualifications remain distinct.
- Enter code, name, availability and recognition instructions, including any required identifier.
- Select a default rule and preserve used entries; delete only when allowed.
Task 2
Versioned validity rules
Before you start
- Validity-rule permission and a precise definition of acquisition, renewal and accepted sources.
Steps
- Create a draft and enter origin, renewal, accepted sources and rule parameters.
- Review and publish the version; copy a new version for later changes.
- Choose the default separately and check which version recognition records reference.
What to check
The requirement is tied to the correct source and version.
If the result is unavailable
Check the company, reference date, record state and current permission. If an action or result is unavailable, read the message in the app and retain the relevant context for the person who can help.
Guidance and support