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Description: In this topic you will learn how to link Certification Templates to a object or entity it is required for. Certification templates can be linked to service codes, accounts, cost centers or profiles. When creating links, use the highest level link to minimize the amount of links in the system.

*Please note: Certification Templates can be added directly to the object or entity when creating or editing.

Role Required: Superuser

Permission Required: Training Admin

Hierarchy of Linking (Largest to Smallest)

  • Cost Center - all employees in one cost center

  • Service Code - all employees punching against the service code selected, regardless of the client or program

  • Service Code - all employees punching against the service code selected, regardless of client or program

  • Mast Program Account - all employees working in the program or group service selected

  • Client Profile - all employees working with the client selected

  • Funding Account - all employees providing a specific service to a specific client

  • Employee Profile - one employee


Link a Certification Template to an Object or Entity:

  1. Log in to your personal profile

  2. Click Settings from the main menu

  3. Click Training on the submenu

  4. Click Certification Templates on the flyout menu

  5. Use the filters to search for the Certification Template and select Search and select the Certification Template by clicking anywhere in the row

  6. Click Actions button

  7. From the actions dropdown, click Add/Remove Certification for the object or entity you are linking see the list below:

    1. Add/Remove Certification Service Code

    2. Add/Remove Certification Account (includes Mast Program Account and Funding Account)

    3. Add/Remove Certification Cost Center

    4. Add/Remove Certification Profile (includes Client Profile and Employee Profile)

  8. Select the object to add or remove to the certification template by using the search field or scroll

    1. Select the right triangle button to add a service code

    2. Select the double right triangle >> button to add all service codes

    3. Select the left triangle button to remove a service code

    4. Select the double left triangle << button to remove all service codes

  9. Click Save

  10. Click Yes in the confirmation alert window


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