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Description: In this topic, the user will learn how to link Certification Templates to objects or entities that require them. Certification templates can be linked to Service Codes, Client Funding Accounts, Program Profiles/Accounts, Cost Centers, or Client Profiles, or Employee Profiles. The process is the same for all entities.
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cost centers, funding accounts, service codes, programs, employees, or clients. When creating links, use the highest-level link to minimize the number of links in the system. For example, link to a cost center instead of a service code.
*Please note: Certification Templates can also be added directly to the object or entity when creating or editing it.
Role Required: Super User
Permission Required: Training Admin
Hierarchy of Linking (Largest to Smallest)
Cost Center - All employees in one cost center
Service Code - All employees punching against the service code selected, regardless of the client or program.
Master Program Account - All employees working in the selected program or group service
Client Profile - All employees working with the selected client
Funding Account - All employees providing a specific service to a specific client
Employee Profile - One employee
Link a Certification Template to an Object or Entity
Log in to personal profile
Click Settings on the main menu
Click Training on the submenu
Click Certification Templates on the flyout menu
Enter the template name in the filter and click Search
Click anywhere in the certification template row to open the details page
Click Actions
Select Add/Remove from the drop-down menu for the object to link the certification template to:
Add/Remove Service Code
Add/Remove Accounts (master program and funding account
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)
Add/Remove Cost Centers
Add/Remove Profiles
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(client and employee)
The
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Add/
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Remove form wizard will appear
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Use the search
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field or scroll through the Available table to find the object/entity to link
Select the object or entity and use
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the right arrow to add
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to the
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selected table
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template
Use the double right arrow >> to add all existing objects or entities to the selected table template
Click Save and Yes to confirm
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