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.