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Description: In this topic you , the user will learn how to create, view, edit, or deactivate a Certification Requirement. .
Role Required: Superuser
Permission Required: Training Admin
Certification requirements are tasks that must be completed prior to before an employee workingmay work. Requirements can either be recurring or non-recurring. Recurring requirements are certification certifications like CPR that expired 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
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- Log in to
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- personal profile
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- Click Settings
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- on the main menu
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- Click Training
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- on the submenu
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- Click Certification Requirements
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- on
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- the flyout menu
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- Click Actions
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- Select Add New Certification Requirement
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- from the
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- drop-down menu
- Complete the Add New Certification Requirement
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- form wizard
- Requirement Name (required): Create
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Select the Target Profile Type dropdown and then choose either Employee or Client
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Add a Description
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Set Non Recurring Requirement
- a name for the requirement
- Target Profile Type (required): Select Employee or Client
- Requirements are typically for the employee but may be used to require something from the client as well
- Requirement Description(required): Add a description of the requirement
- Non Recurring Requirement (required)
- Select Yes if the requirement is non-recurring (only occurs once) and proceed to step e - URL.
- Select No if the requirement is recurring (expires and must be renewed to stay current). The fields for custom duration
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Select Yes if the requirement is non-recurring and proceed to step e.
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- and reminders must be completed.
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- Custom Duration(required):
- If no, enter Valid Duration Months
- Custom Duration(required):
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- . This is the amount of time before the requirement must be renewed (i.e., a license or certification expiration).
- If yes, proceed to step 2 - Expiration Reminder Days
- Expiration Reminder Days
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- (required): The number of days before expiration
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- that reminders
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- will be sent to the employee and/or supervisor.
- The
- will be sent to the employee and/or supervisor.
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- message template
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- must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
- Expiration Reminder Frequency
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- (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
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- the final reminder.
- The
- the final reminder.
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- message template
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- must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
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- URL (optional): Add the URL link to the certification training. The URL can link
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- to a video player for video
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- training or to an outside organization that offers training
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- such as the Red Cross.
- Course Reference
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- (optional): Add an optional course reference
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- number if using the DCI LMS (learning management system). This is the Online Training section of the dashboard.
- Hire Grace Period
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- (Days) (optional): The amount of time an employee has to complete the certification requirement after
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Click Save
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Click Yes in the confirmation alert window
- the service account is created
- Please note: This certification requirement must be associated with a certification template to be enabled
- Status (required): Select Active or Inactive
- the service account is created
- Click Save and Yes to confirm
View, Edit, or Deactivate a Certification Requirement
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Log in to
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personal profile
Click Settings
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on the main menu
Click Training on the submenu
Click Certification Requirements on the flyout menu
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Enter the requirement name in the filter and click Search
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Click anywhere in the
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Certification Requirement row to
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open and view the details page
Click
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Actions
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Select Edit Certification Requirement from the
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drop-down menu
View and make edits in the Edit Certification Requirement form wizard
To deactivate the certification requirement, change the status to Inactive.
Click Save
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and Yes
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to confirm
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