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Purpose of Certifications Tab
This section of Administration allows you to set up your list a list of certifications tracked by your organization and your employees who hold these certifications. These entries are used by Activity fields as well as by Scheduling & Dispatch.
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Adding Certifications
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Adding a new Certified Personnel
Step | Direction | Example | ||||
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1. | Select the Add Certified Personnel Button | Click image to enlarge | ||||
2. | Choose a Technician. Only users that have been identified as a Technician are available for selection.
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3. | Choose a Certification and enter the Certification ID. You also may optionally add an Expatriation Date The list of Certifications comes from the Certifications entered at the top of the screen.
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4. | (Optional) You can add another certification for this same person by selecting Add New Ceritifcation | |||||
5. | When you are done adding certifications, select Save. |