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Table of Contents | |
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Purpose
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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
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
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1. | Select the Add Certified Personnel Button | Click image to enlarge | ||||
2. | Choose a TechnicianUser. 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. |
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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.
StepDirectionExample1.Select the Add Certified Personnel Button
2.
Choose a User.
Tip |
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Users that have already been added with certification records will appear grayed out. You are not allowed to select these grayed out technician names. |