RPLStudent · The person whose work is in the portfolio.
Bring a job
Bring a job is how finished work already sitting in another product can become evidence here. You choose the connection. You do not retype three years of jobs by hand if that connection is on.
Why this screen
If you have been writing jobs up in ServiceM8, Fergus, Tradify, simPRO, or AroFlo, the point of this screen is to stop starting from a blank portfolio.
You can
- Connect a product that is finished, marked with a tick.
- Type one finished job for a connection that still says Soon.
- See the filed job show up as evidence, not as a qualification.
You cannot
- Assume Soon means the jobs are already flowing in.
- Treat a job imported from a connection as marked competent.
- Connect a product you do not have an account on.
Tick and Soon
A tick means that connection can be signed in and finished jobs can be brought across. Soon means the sign-in is not on yet. You can still type one job so the portfolio has somewhere to start.
A filed job is evidence. It still has to be linked to a unit, and an assessor still decides. Bringing the history in does not skip the map.