Adding Certifications to Personnel Records

This article explains how to add certifications within individual personnel records.

You must have set up Certification Types and Certifications prior to adding certifications to people. See the following article Certification Settings for more information.

Adding a Certification to a Person

  1. Go to Administration
  2. Select Personnel from the menu.
  3. Select a person from the list.
  4. Click on the Certifications tab.
  5. Click on Add New Certification.
  6. Fill in the information in the "Add New Certification" dialog.
    1. Select the Certification Type.
    2. Select the Certification Name.
    3. Add the Granted Date.
    4. Optional: Enter the Expiration Date, any additional notes for the certification, and upload a copy of the certificate.
  7. Click Add.
  8. Note: In a Certification record, the only fields that can be edited after the record is saved are the Expiration Date, Notes, and Attachment fields.

Renewing a Certification for a Person

  1. Click on the Certifications tab for a person.
  2. Click on the Renew icon.
  3. Fill in the Renewed Date, Expiration Date, any notes you have and add any files.
  4. Click Save. The updated Renewed and Expiration dates will be displayed on the grid.

Viewing the Certification History for a Person

  1. Click on the Certifications tab for a person.
  2. Click on the History icon.
  3. A dialog will display showing the renewal history for this certification.


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