Page Comparison

Purpose

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of Certifications Tab

This section of Administration allows you to set up your list a list of certified personnel and their professional certifications tracked by your organization and your employees who hold these certifications. These entries can be used to source Fields where the type is Picklist. are used by Activity fields as well as by Scheduling & Dispatch.

Adding Certifications

To add a certification, simply select the Add Certifications button at the top of the page. Certification name is required and you also may add a description as needed.

Adding a new Certified Personnel

Step	Direction	Example
1.	Select the Add Certified Personnel Button
2.	Choose a Technician. Only users that have been identified as a Technician are available for selection. Tip Technicians that have already been added with certification records will appear grayed out. You are not allowed to select these grayed out technician names.	Image Removed
3.	Enter Choose a Certification and enter the Certification ID and Certification NameImage Removed (optional). The list of Certifications comes from the Certifications entered at the top of the screen.
4.	(Optional) You can add another certification for this same person by selecting Add New Ceritifcation	Image Removed
5.	When you are done adding certifications, select Save.	Image Removed