Qualification Administration¶
This guide covers setting up and managing the qualification system. These tasks are typically performed by administrators or team leads.
Awarding Bodies¶
Awarding bodies are the organisations that issue qualifications. Each qualification belongs to exactly one awarding body.
Creating an Awarding Body¶
Navigate to Operations > Qualifications and use the admin interface or the add form to create a new awarding body.
Fields:
| Field | Description | Required |
|---|---|---|
| Name | Full name of the awarding body (e.g. "CREST", "Offensive Security") | Yes |
| Description | Brief description of the organisation | No |
| URL | Website URL for the awarding body | No |
| Logo | Logo image file | No |
Example
- CREST — Council of Registered Ethical Security Testers
- Offensive Security — Provider of OSCP, OSCE, and related certifications
- EC-Council — International Council of E-Commerce Consultants (CEH, CHFI)
- ISC2 — International Information System Security Certification Consortium (CISSP, CCSP)
Qualifications¶
Qualifications are the specific certifications or credentials issued by awarding bodies.
Creating a Qualification¶
Fields:
| Field | Description | Required |
|---|---|---|
| Name | Full qualification name (e.g. "Certified Ethical Hacker") | Yes |
| Short Name | Abbreviated form (e.g. "CEH") | No |
| Awarding Body | The issuing organisation | Yes |
| Description | Detailed description of the qualification | No |
| Tags | Categories for filtering and organisation | No |
| Validity Period | Number of days the qualification is valid (leave empty for no expiry) | No |
| Verification Required | Whether manager verification is needed for awarded records | No (default: off) |
| URL | Link to the qualification's official page | No |
| Guidance URL | Link to internal guidance or study resources | No |
Validity Period¶
The validity period determines how long a qualification lasts from the date it is awarded. When a user sets their awarded date, the lapse date is automatically calculated.
Common validity periods:
| Qualification | Typical Validity | Days |
|---|---|---|
| CREST CRT | 3 years | 1095 |
| OSCP | No expiry | (leave empty) |
| CEH | 3 years | 1095 |
| CISSP | 3 years | 1095 |
| ISO 27001 Lead Auditor | 3 years | 1095 |
Tip
If a qualification does not expire, leave the validity period empty. The system will show "Does not expire" and no lapse tracking will occur.
Verification Required¶
When Verification Required is enabled on a qualification:
- Awarded records show a verification status indicator (checkmark or question mark)
- Managers can verify/unverify records from the Team Qualifications page
- Unverified counts appear in the manager's team dashboard
- The unverified alert banner only counts qualifications with this flag enabled
When to enable verification:
- Qualifications that are critical for compliance (e.g. CHECK team member status)
- Qualifications required for specific client engagements
- Qualifications where proof of award needs to be confirmed
When to leave it off:
- Nice-to-have or self-improvement qualifications
- Qualifications where the organisation has no formal verification process
- Low-risk certifications
Default: Off
Verification is off by default. Enable it selectively for qualifications where manager oversight adds value.
Qualification Tags¶
Tags allow you to categorise qualifications for easier browsing and filtering on the catalogue page.
Example tags:
- Penetration Testing
- Governance & Compliance
- Cloud Security
- Network Security
- Application Security
- Management
Tags are managed via the Django admin interface and can be assigned to qualifications when creating or editing them.
Automatic Expiry Job¶
A daily cron job (task_check_qualification_expiry) runs automatically to check for expired qualifications. Any Awarded qualification whose lapse date has passed is automatically moved to Lapsed status.
This job is configured in the application settings and requires no manual intervention.
Warning
The expiry job only affects records with a lapse date set. Qualifications without a validity period (and therefore no lapse date) will never automatically lapse.
Related Topics¶
- Qualifications Overview — User guide for managing qualifications
- User Management — Managing user accounts and team structure
- Application Settings — System-wide configuration