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Description: In this topic you , the user will learn how to link Certification Templates to a object or entity it is required forobjects or entities that require them. Certification templates can be linked to cost centers, funding accounts, service codes, accountsprograms, employees, cost centers or profilesclients. When creating links, use the highest-level link to minimize the amount 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: Superuser Super User
Permission Required: Training Admin
Hierarchy of Linking (Largest to Smallest)
Cost Center -
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All employees in one cost center
Service Code -
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All employees punching against the service code selected, regardless of the client or program
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Service Code - all employees punching against the service code selected, regardless of client or program
.
Master
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Program Account -
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All employees working in the selected program or group service
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Client Profile -
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All employees working with the selected client
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Funding Account -
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All employees providing a specific service to a specific client
Employee Profile -
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One employee
Link a Certification Template to an Object or Entity
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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 Templates on the flyout menu
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Enter the template name in the filter and click Search
Click
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anywhere in the certification template row
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Click Actions button
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to open the details page
Click Actions
Select
Add/Remove
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from the drop-down menu for the object
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to link the certification template to:
Add/Remove
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Service Code
Add/Remove
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Accounts (
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master program and funding account)
Add/Remove
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Cost
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Centers
Add/Remove
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Profiles (
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client and employee)
The Add/Remove form wizard will appear
Use the search field or scroll through the Available table to find the object/entity to link
Select the object or entity and use the
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right
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arrow to add
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Select the double right triangle >> button to add all service codes
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Select the left triangle button to remove a service code
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Select the double left triangle << button to remove all service codes
to the selected table 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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Click Save
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