CERTIFICATION TYPES

Minimize

Certification Types allow you to setup the certification or levels that you wish to award or track. Within each certification you can specify the name, duration, as well as Program or Class types for which it would be valid.

To add or edit Certification Types
  1. On the administration menu, select Lookups, select Certifications, and then click CertificationTypes.
    The Certification Types page displays.

  2. Do one of the following:

    • Click Add new certification type….
      The Add Certification Type page displays.

    • Click the Edit button next to the certification type you want to edit.      

  3. Select the Active check-box to make the type available , or clear the check-box to make the type inactive.

  4. In the Description box, type the descriptive name for the certification type.

  5. In the Certification Months box, type duration in months for which the certification would be valid.  

  6. Click the Save button at the top of the page to save the new.   

  7. Use the tabs at the bottom of the Edit Certification Type page to include additional information about the contact.

    • Comments Tab - allows you to enter relevant information regarding the certification type.

    • Program/Class Types Tab – allows you to add or assign program/class types which the certification can be used.

  8. Click the Save and Return button to save the changes and return to the Certification Types list.

  9.  

To assign Program/class Types to a Certification
  1. Click the Program/Class Typestab on the Edit Certification Types page.

  2. Do one of the following:

    • Select from the Assign program/class typedropdown the type you would want this certification type to be available.

    • Click Add new program/class type… to add a new program/class type this certification type would be used.

           

To delete a Certification Type
  1. On the administration menu, select Lookups, select Certifications, and then click CertificationTypes.

  2. Click theEdit button next to the certification type you want to delete.

  3. Click the Delete button.

  4. Click Yes to confirm the deletion.