General - Certifications

Table of Contents

Purpose

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.

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 Certified Personnel

Step	Direction	Example
1.	Select the Add Certified Personnel Button
2.	Choose a User. Users 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. Expiration 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.

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.

Users that have already been added with certification records will appear grayed out. You are not allowed to select these grayed out technician names.