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Description: In this topic you will learn how to create, view, edit or deactivate a Certification Requirement. .
Role Required: SuperuserSuper User
Permission Required: Training Admin
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Create Certification Requirement:
Log in to
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DCI
Click Settings from the main menu
Click Training on the submenu
Click Certification Requirements on the flyout menu
Click
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Actions
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Select Add New Certification Requirement
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Complete the Certification Requirement form wizard
Create the Certification Requirement name
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Select the Target Profile Type
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drop-down and then choose either Employee or Client
Add a Description
Set Non Recurring Requirement
Select Yes if the requirement is non-recurring and proceed to step e.
Select No if the requirement is recurring. The fields for duration and reminders must be completed.
Set the Valid Duration Months, this is the amount of time before the requirement must be renewed i.e., a license or certification expiration
Expiration Reminder Days indicates how many days before expiration you would like reminders to be sent to the employee and/or supervisor
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The system can generate reminder notifications if the message template is enabled. See Message Templates Admin Guide to learn more.
Expiration Reminder Frequency indicates how many days you would like the reminder to be sent once reminders start. The employee and/or supervisor will be informed when it is their final reminder.
The system can generate reminder notifications if the message template is enabled. See Message Templates Admin Guide to learn more.
Optionally add the URL link to the certification training. The URL can link to a video player for video training or an outside organization that offers training i.e., Red Cross.
Course Reference allows you to enter an optional course reference
Optionally enter Grace Period, into the Hire Grace Period Days field
The grace period is the amount of time an employee has to complete the certification requirement after their hire
Click Save
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andYesto confirm
View or Edit or Deactivate Certification Requirement:
Log in to
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DCI
Click Settings from the main menu
Click Training on the submenu
Click Certification Requirements on the flyout menu
Use the filters to search and select Search
Select the Certification Requirement to view or edit by clicking anywhere in row
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Click
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Actions
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Select Edit Certification Requirement
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View and make edits in the Edit Certification Requirement form wizard
To deactivate the certification requirement, change status to Inactive
Click Save
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andYesto confirm
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