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Table of Contents
Table of Contents

 


Purpose of Certifications Tab

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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.


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Adding

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Certified Personnel

StepDirectionExample
1.Select the Add Certified Personnel Button






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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.


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.

Info
titleExpiration Dates

If you enter an expiration date in administration, your scheduler will be notified that the certification has expired when trying to add a new Work Item for the Technician.


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.

 

 

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 Finding Expiring Certifications

The filter controls can be used to find employee certifications that will be expiring within a supplied date range.

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