Page History

...

Description: In this topic you , the user will learn how to create, view, edit, or deactivate a Certification Requirement.

Role Required: Super User

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

...

1. Log in to

...

1. personal profile

...

1. Click Settings

...

1. on the main menu

...

1. Click Training

...

1. on the submenu

...

1. Click Certification Requirements

...

1. on

...

1. the flyout menu

...

1. Click Actions

...

...

1. Select Add New Certification Requirement

...

1. from the drop-down menu
2. Complete the Add New Certification Requirement

...

1. form wizard
   1. Requirement Name (required): Create

...

Select the Target Profile Type drop-down and then choose either Employee or Client

...

Add a Description

...

Set Non Recurring Requirement

1. 1. 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

...

Select Yes if the requirement is non-recurring and proceed to step e.

...

1. 1. 1. and reminders must be completed.

   ...

   1. 1. 1. 1. Custom Duration(required):
               1. If no, enter Valid Duration Months

   ...

   1. 1. 1. 1. 1. . 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

   ...

   1. 1. 1. 1. (required): The number of days before expiration

   ...

   1. 1. 1. 1. that reminders

   ...

   1. 1. 1. 1. will be sent to the employee and/or supervisor.
               1. The

   ...

   1. 1. 1. 1. 1. message template

   ...

   1. 1. 1. 1. 1. must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
            2. Expiration Reminder Frequency

   ...

   1. 1. 1. 1. (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

   ...

   1. 1. 1. 1. the final reminder.
               1. The

   ...

   1. 1. 1. 1. 1. message template

   ...

   1. 1. 1. 1. 1. must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.

   ...

   1. 1. 1. 1. URL (optional): Add the URL link to the certification training. The URL can link

   ...

   1. 1. 1. 1. to a video player for video

   ...

   1. 1. 1. 1. training or to an outside organization that offers training

   ...

   1. 1. 1. 1. such as the Red Cross.
            2. Course Reference

   ...

   1. 1. 1. 1. (optional): Add an optional course reference

   ...

   1. 1. 1. 1. number if using the DCI LMS (learning management system). This is the Online Training section of the dashboard.
            2. Hire Grace Period

   ...

   1. 1. 1. 1. (Days) (optional): The amount of time an employee has to complete the certification requirement after

   ...

   1. 1. 1. 1. the service account is created 
               1. Please note: This certification requirement must be associated with a certification template to be enabled
            2. Status (required): Select Active or Inactive
         2. Click Save and Yes to confirm

   View, Edit, or Deactivate a Certification Requirement

   1. Log in to DCIpersonal profile

   2. Click Settings from on the main menu

   3. Click Training on the submenu

   4. Click Certification Requirements on the flyout menu

   5. Use the filters to search and selectEnter the requirement name in the filter and click Search

   6. Select Click anywhere in the   Certification Requirement row to view or edit by clicking anywhere in rowopen 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

   Related articles

   Content by Label
   showLabels false max 5 spaces DCI showSpace false sort modified reverse true type page cql label = in ("certifications","certification_requirement","training_admin") and type = "page" and space = "DCI" labels certifications

   ...

   hidden	true

   ...