Define Certificates
Explanation
This activity is used to define certificates that can be assigned to employees or
positions.
Prerequisites
In order to perform this activity, certificate groups have to be defined in the
system.
System Effects
As a result of this activity, certificates will be registered in the system.
Window
Certificates
Related Window Descriptions
Certificates
Procedure
- Open the Certificates window.
- In the area on the left of the window, select the certificate group under which
you want to register new certificates. You might need to expand the certificate tree in
order to find the relevant certificate group.
- In the Certificatestab, add a new record.
- In the Certificate ID field, enter the identifier for the certificate.
- In the Certificate Name field, enter the name of the certificate.
- In the Certificate Description field, you can enter a short
description of the certificate.
- In the Duration field, you can enter the duration
for which the certificate can be effective for an employee. Duration can be
specified in months or years depending on the duration unit of the certificate.
If this field is left blank, there will be no specific duration.
- In the Duration Unit field, you can enter the time
unit used to measure the effective duration of the certificate.
Note: This field should be filled in only if the Duration
field has been filled in.
Possible values are as follows:
- Month : The duration is measured
in months,
- Year : The duration is measured
in years,
- Day - The duration is measured in
days.
- In the Analysis Valid From and Analysis
Valid To fields, you can specify a time period during which the
certificate will
appear in analysis windows.
- Select the Safety Certificate check box if the
certificate should be visible in the Health and Safety Policy window, on
the Safety Certificatetab.
- Select the Public Certificate check box, if the
certificate should be published in the Qualification Finder. If the
check box is cleared, the specified certificate will not be available in the
Qualification Finder.
- In the Level Template ID field, you
can link the certificate to a template which will automatically load predefined
levels.
Note: The certificate will become linked to the template,
meaning that whenever a template is changed, all certificates using it
will have their levels changed as well.
- Save your changes.