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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. Click Actions
6. Select Add New Certification Requirement from the drop-down menu
7. 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 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.
         3. 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.
            1. The message template must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
         4. URL (optional): Add the URL link to the certification training. The URL can link to a video player for video training or to an outside organization that offers training such as the Red Cross.
         5. 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.
         6. Hire Grace Period (Days) (optional): The amount of time an employee has to complete the certification requirement after the service account is created. created 
            1. Please note: This certification requirement must be associated with a certification template to be enabled
         7. Status (required): Select Active or Inactive
      3. Click Save and Yes to confirm

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