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Create a Certification Requirement

1. Log in to personal profile

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1. Click Settings

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1. on the main menu

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1. Click Training

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1. on the submenu

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1. Click Certification Requirements

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1. on

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1. the flyout menu

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1. Click Actions

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1. Select Add New Certification Requirement

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1. from the drop-down menu
2. 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

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1. 1. 1. Yes

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1. 1. 1.  if the requirement is non-

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1. 1. 1. recurring (only occurs once)

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1. 1. 1. and proceed to step e - URL.
      2. Select

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1. 1. 1. No

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1. 1. 1.  if the requirement is

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1. 1. 1. recurring (expires and must be renewed to stay current).

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1. 1. 1.  The fields for custom

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1. 1. 1. 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

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

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Custom Duration (required):

1. 1. 1. 1. Expiration Reminder Days

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1. 1. 1. 1. (required): The number of days before expiration that reminders will be sent to the employee and/or supervisor.
            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 the final reminder.

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   Requirement Name (required): Create a name for the requirement

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   Target Profile Type (required): Select Employee or Client

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   Requirement Description (required): Add a description of the requirement

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

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

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   1. 1. 1. 1. training 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

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   1. 1. 1. 1. an employee has to complete the certification requirement after the

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

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   1. 1. 1. Click Save and Yes to confirm

   View, Edit, or Deactivate a Certification Requirement

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   Content by Label
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   hidden	true

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