Certification - Create, View, Edit or Deactivate a Certification Requirement

Description: In this topic you will learn how to create, view, edit or deactivate a Certification Requirement.

Role Required: Super User

Permission Required: Training Admin

Certification requirements are tasks that must be completed prior to an employee working. Requirements can either be recurring or non-recurring. Recurring requirements are certification like CPR that expired after a certain duration of time and must be renewed to keep the certification current. A non-recurring requirement is one that the organization only requires the employee to present once such as a driver's license or passing a background check.

Create Certification Requirement:

1. Log in to DCI

2. Click Settings from 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 

7. Complete the Certification Requirement form wizard

1. Create the Certification Requirement name

2. Select the Target Profile Type drop-down and then choose either Employee or Client

3. Add a Description

4. Set Non Recurring Requirement

1. Select Yes if the requirement is non-recurring and proceed to step e.

2. Select No if the requirement is recurring. The fields for duration and reminders must be completed.

1. Set the Valid Duration Months, this is the amount of time before the requirement must be renewed i.e., a license or certification expiration

2. Expiration Reminder Days indicates how many days before expiration you would like reminders to be sent to the employee and/or supervisor

1. The system can generate reminder notifications if the message template is enabled. See Message Templates Admin Guide to learn more.

3. Expiration Reminder Frequency indicates how many days you would like the reminder to be sent once reminders start. The employee and/or supervisor will be informed when it is their final reminder.

1. The system can generate reminder notifications if the message template is enabled. See Message Templates Admin Guide to learn more.

5. Optionally add the URL link to the certification training. The URL can link to a video player for video training or an outside organization that offers training i.e., Red Cross.

6. Course Reference allows you to enter an optional course reference

7. Optionally enter Grace Period, into the Hire Grace Period Days field

1. The grace period is the amount of time an employee has to complete the certification requirement after their hire

8. Click Save and Yes to confirm

View or Edit or Deactivate Certification Requirement:

1. Log in to DCI

2. Click Settings from the main menu

3. Click Training on the submenu

4. Click Certification Requirements on the flyout menu

5. Use the filters to search and select Search

6. Select the Certification Requirement to view or edit by clicking anywhere in row

7. Click Actions 

8. Select Edit Certification Requirement 

9. View and make edits in the Edit Certification Requirement form wizard

   1. To deactivate the certification requirement, change status to Inactive

10. Click Save and Yes to confirm

Related articles