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Create a Certification Requirement
- Log in to 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 drop-down menu
- Complete the Add New Certification Requirement form wizard
- Requirement Name (required): Create 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
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- Non Recurring Requirement (required)
- Select Yes if the requirement is
- Non Recurring Requirement (required)
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- non-recurring (only occurs once)
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- and proceed to step e - URL.
- Select
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- No if the requirement is
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- recurring (expires and must be renewed to stay current).
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- The fields for custom
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- duration and reminders must be completed.
- Custom Duration(required):
- 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).
- If yes, proceed to step 2 - Expiration Reminder Days
- Custom Duration(required):
- duration and reminders must be completed.
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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):
- Expiration Reminder Days
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- (required): The number of days before expiration that reminders will be sent to the employee and/or supervisor.
- The message template must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
- 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.
- (required): The number of days before expiration that reminders will be sent to the employee and/or supervisor.
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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
- The message template must be enabled for the system to generate reminder notifications. See Message Templates - Admin Guide to learn more.
- 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 such as the Red Cross.
- 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.
- Hire Grace Period (Days) (optional): The amount of time a new employee has to complete the certification requirement after the date of hire
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- Status (required): Select Active or Inactive
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- Click Save and Yes to confirm
View, Edit, or Deactivate a Certification Requirement
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