Staff Competency Checklist & Assessment

This assessment checklist is used by managers to evaluate and certify staff before issuing live ERP credentials for Edge Home Solutions.

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📋 Role-Based Competency Checklist

1. Sales & 3D Design Consultants

• [ ] Successfully created a Lead and filled in market segment, source, and WhatsApp contact.
• [ ] Uploaded site laser survey measurements and 3D CAD render attachments.
• [ ] Created an interior fitting quotation with Interior Fitting Standard (50-40-10) payment terms.
• [ ] Verified line item pricing (linear meter rates for kitchens and wardrobes).
• [ ] Generated official Edge Home Solutions branded quotation PDF.
• [ ] Converted approved quotation into a Sales Order.

2. Project Managers & Joinery Production Leads

• [ ] Created a new Project linked to the 12-task pipeline template.
• [ ] Assigned CNC panel cutting, PVC edge-banding, and assembly tasks to workshop technicians.
• [ ] Tracked milestone progress in Gantt view and logged timesheet labor.
• [ ] Verified delivery staging at client site.
• [ ] Completed the Joint Snag Inspection checklist and uploaded signed client handover form.
• [ ] Marked Project as Completed.

3. Storekeepers & Procurement Officers

• [ ] Received raw boards (MDF, Marine Ply, Melamine) against supplier POs into Main Store - EHS.
• [ ] Created a Material Transfer Stock Entry from Main Store - EHS to Workshop WIP - EHS tagged to a project.
• [ ] Created a Material Transfer Stock Entry from Finished Goods - EHS to Site Staging - EHS.
• [ ] Handled board offcuts and usable scrap panel receipts.
• [ ] Generated real-time Stock Balance reports per warehouse.

4. Finance & Accounts Officers

• [ ] Issued Milestone 1 (50% Advance Deposit) Sales Invoice against Sales Order.
• [ ] Issued Milestone 2 (40% Delivery) Sales Invoice upon workshop completion.
• [ ] Issued Milestone 3 (10% Retention) Sales Invoice upon snag clearance.
• [ ] Recorded Bank / M-Pesa Payment Entries against invoices.
• [ ] Verified Kenyan VAT (16%) and eTIMS compliance.
• [ ] Generated Project Profitability report and Gross Margin analysis.

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🏆 Final Practical Certification Exam (Mock Job Run)

To pass certification, the candidate must execute a complete mock project end-to-end:

1. Client: Dr. Samuel Karanja
2. Requirement: 10 linear meters of modular kitchen cabinetry + 6 meters Calacatta quartz worktop.
3. Execution:
   • Lead → Quotation (50-40-10) → Sales Order
   • Project (12 Tasks) → Material Transfer to Workshop WIP
   • Milestone Invoices (50% Deposit & 40% Delivery) → Payment Entries
   • Task 12 Snag Clearance → 10% Handover Invoice → Project Completed
4. Sign-off: Department Head reviews the transaction log in ERPNext and signs the certification.