1.2.3 Onboarding Initiation - Educational Qualification

This topic provides the details about the customer’s education such as degree, diploma, and certifications are added in the Educational Qualification screen.

Note:

The fields, which are marked with an asterisk, are mandatory.

1. Click Next in the Onboarding Initiation screen.
   The Educational Qualification screen displays.

   Figure 1-25 Educational Qualifications

   
   

   
   Description of "Figure 1-25 Educational Qualifications"

   
   
2. Click Add button to add the educational details
   The Add Educational Qualification screen displays.

   Figure 1-26 Add Educational Detail

   
   

   
   Description of "Figure 1-26 Add Educational Detail"

   
   
3. On the Add Educational Qualification screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-26 Educational Qualification – Field Description

   Field	Description
   Education Type	Select the education type from the drop-down list.
   Course	Select the course from the drop-down list.
   Specialization	Specify the course specialization.
   University/Institute	Specify the name of university/institute.
   Date of Completion	Click calendar icon and select the date of completion.
   Is Highest Degree	Select the option from the drop-down list.

4. Click Submit.
   The education details are added and listed in the Educational Qualifications screen.

   Note:

   You can also select the required item from the list, and click Edit/Delete to modify/delete the added asset details.
5. Click Next to go to the Employment.