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Description: In this topic, the user will learn how to create, view, edit, or deactivate a Certification Requirement. Certification requirements are tasks that must be completed before an employee may work. Requirements can either be recurring or non-recurring. Recurring requirements are certifications like CPR that expire after a certain duration of time and must be renewed to keep the certification current. A non-recurring requirement is one that the organization only requires the employee to present once, such as a driver's license or passing a background check.

Role Required: Super User

Permission Required: Training Admin

Create a Certification Requirement

1. Log in to your personal profile.
2. Click Settings on the main menu
3. Click Training Click Settings on the top bar.submenuClick
4. Click Certification Requirements on the side bar.the flyout menu
5. Click Click Actions
6. Click Select Add New Certification Requirement .
7. Create the Certification Requirement name.
8. Select the profile type that this certification is required for
9. Add a description.
10. Set Recurring status.
11. Set the valid duration months.
12. from the drop-down menu
13. Complete the Add New Certification Requirement form wizard
    1. Requirement Name (required): Create a name for the requirement
    2. Target Profile Type (required): Select Employee or Client
       1. Requirements are typically for the employee but may be used to require something from the client as well
    3. Requirement Description(required): Add a description of the requirement
    4. Non Recurring Requirement (required)
       1. Select Yes if the requirement is non-recurring (only occurs once) and proceed to step e - URL.
       2. Select No if the requirement is recurring (expires and must be renewed to stay current). The fields for custom duration and reminders must be completed.
          1. Custom Duration(required):
             1. If no, enter Valid Duration Months. This is the amount of time before the requirement must be renewed (i.e., a license or certification expiration).
             2. If yes, proceed to step 2 - Expiration Reminder Days
          2. Expiration Reminder Days(required): The number of days before expiration that reminders will
    Expiration Reminder Days indicates how many days before expiration you would like reminders to
    1. 1. 1. be sent to the employee and/or supervisor.
       Expiration Reminder Frequency indicates how many days you would like the reminder to be sent once reminders start
       1. 1. 1. 1. The message template must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
             2. Expiration Reminder Frequency (Days) (required): The number of days the reminder will be sent after reminder notifications begin. The employee and/or supervisor will be informed when it is
       their final reminder.Add a
       1. 1. 1. the final reminder.
                1. The message template must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
             2. URL (optional): Add the URL link to the certification training. The URL can link to a video player for video training
       if desired.
    2. If there is a Grace Period, enter it in the Hire Grace Period Days field.
    3. Once all fields have been filled in, click Save.
    4. Click Yes on the confirmation window.
    5. You can edit the certification requirement or add it to an existing Certification Template by clicking Actions on the Certification Requirement Details Page.

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    1. 1. 1. 1. or to an outside organization that offers training such as the Red Cross.
             2. Course Reference (optional): Add an optional course reference number if using the DCI LMS (learning management system). This is the Online Training section of the dashboard.
             3. Hire Grace Period (Days) (optional): The amount of time an employee has to complete the certification requirement after the service account is created 
                1. Please note: This certification requirement must be associated with a certification template to be enabled
             4. Status (required): Select Active or Inactive
          2. Click Save and Yes to confirm

    View, Edit, or Deactivate a Certification Requirement

    1. Log in to personal profile

    2. Click Settings on the main menu

    3. Click Training on the submenu

    4. Click Certification Requirements on the flyout menu

    5. Enter the requirement name in the filter and click Search

    6. Click anywhere in the Certification Requirement row to open and view the details page

    7. Click Actions

    8. Select Edit Certification Requirement from the drop-down menu

    9. View and make edits in the Edit Certification Requirement form wizard

    1. To deactivate the certification requirement, change the status to Inactive.

    10. Click Save and Yes to confirm

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