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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
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 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. 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. 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 | |
5. | When you are done adding certifications, select Save. |