Assets - Adding Asset Attainments

    

Adding Asset Attainments lets you record every skill, certificate, and induction your team members have gained. This keeps your compliance records organised and up to date.

This guide covers:

  • Finding and adding a new attainment from a person’s profile
  • Entering skill names, award and expiry dates, and other details
  • Linking trainers and providers from your contacts and companies
  • Selecting the right competency level for each skill type

You can now keep your team’s qualifications clear and make compliance checks much simpler.

💡 Power User Insight: The competency level options change automatically based on the Skill type you select, saving time and reducing errors. Linking trainers and providers to existing contacts keeps your records tidy and connected across your system.