Manage Certification Types

Modified on Wed, 27 Mar, 2024 at 7:37 AM

Certification types can be created as a certification is created. However, it is possible to add types before creating a certification. Managing the types will also allow you to make changes to the name or even delete a type which is no longer needed. 


This help file will cover adding, removing and editing Certification Types. 


To begin, you will need to be within the "certification" sub-module. You can find this in Training > Certifications.



A list of all existing certifications will appear here. To manage the certification types, select the "Manage Types" button at the top right. 



This will load a pop-up window. To create a new type, select the "New Certification Type" button at the top right. 



A second pop-up will then appear. To add a new certification type you must enter a name. This is a free text box, which allows you to enter any name, manually. To complete the creation of a new type, enter a name and then select "Save". 



Each certification has an action button. Selecting an action button will load a small menu. There are two options: 


  • Update: Allows the user to change the name of the certification type
  • Delete: Removes the certification type from the database. Cannot be done if a certificate is using this type. 



NOTE: There may be types added by the system which cannot be updated or deleted. For example, "TBT" would appear if you have ever sent a Toolbox Talk for Quick Sign. As the TBT is then automatically assigned to the contacts training matrix. 



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