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To create a Contact Certification

The Add Certification page allows you to view and edit the information of a certification assigned to a student.

(NOTE: Only users with enabled security permission have the option to unlock and make changes to locked certifications.)


1.       From the Create menu.

2.       Then under People navigation bar, click Contact Certification.

The Select Contact pop-up displays…

3.       Type at least 3 characters to begin searching for the name of Contact.

4.       Select the name of the Contact you want to add the note.

5.       Click Continue button to open the Add Certification page.

6.       Use the About section to view the ID, Contact and Program/Class the certification was issued, Active status and the dates the certification was Created and Modified.

7.       Status on the General Info section refers to the status of the certification whether it is Locked or Enabled for Editing.

8.       On the Type selection, choose a Certification Type.

9.       In the Issued By box, select from the dropdown box to change the issuing authority of this certification.

10.   Click in the Issued Date and Expiration Date boxes to change the dates the certification was issued and will expire.

11.   In the Document Description box, type a descriptive name appropriate for the document.

12.   Click in the Document Location (URL) box and type a valid Web address where the certification document can be viewed or located.

13.   After editing, you can click the Lock link on top to lock the certification so that users won't be able to make changes to this record unless unlocked.

14.   Use the Comments tab below to enter necessary information about the certification.

15.   Click the Save  button to save the changes that has been made.