1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the Add certification button.
   
   
   The Add Certification page you are on will now show you its Certification details form.
   
   
4. In the Certification details form, enter the following:
   • Certification name
   • Certification type:
     
     • Check
     • Licence
     • Qualification
     • Training
   • Description (Optional)
   • State/Territory
   • Click the tile in the Additional information (Optional) section you would like to insert file(s) showing additional information.

     Helpful Hint

     The maximum uploaded file size allowed is 10MB, but you can upload multiple files.

• • Assign to (Optional)
    
    Note: Using this Assign to (Optional) field is how you assign a certification to one or more assignees. This field is a dropdown that allows you to choose groups and/or individuals from the following categories:
    
    
    • All (which covers every individual in both the All employees and All contractors demographics)
    • Teams
    • Work locations (one or more available locations should be available for you to choose)
    • Employees (you can click one or more of the available employee names from this category)
    • Contractors (you can click one or more of the available employee names from this category)
      
      Each entity you enter in this Assign to (Optional) field will be shown as a tag. Each one of those tags will have a close button on it in case you wish to delete it. Check that all the tags are correct, as each one represents a group and/or individual who will be assigned the certification upon completion.

5. Click the Next button.

6. On the Configuration page, complete the following fields:

• Is this certification mandatory or optional?
• How often does the certification need to be renewed?
  • One-off
  • Expiry date
  • Renewing
• Require personnel to provide supporting documentation?
• Is approval required?
  • Managers
  • Location
  • Teams
  • Employees
• Restrict security groups from accessing this certification on assignee files?
• Add question regarding previous driving offences?
• Add certification number?

7. Click the Save button.

8. Click the Create button.

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the Search/Filter bar.
   
4. Filter your certifications based on the following:
   • Show archived certifications
   • Type
   • Mandatory
   • Assignees
5. Click the Search button.
   
   
   

   Helpful Hint

   Alternatively, you can type the name of the certification you are looking for in the Search/Filter bar.

   

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the name of the author whose version you want to view.
   
   
   A window entitled Version history will now appear.
   
   

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification you need to un-archive.
4. Click the Un-archive button.
   
   
   A confirmation window will now appear that asks you if you are sure you wish to un-archive the certificate.
   
   
5. On the confirmation window, click the Un-archive button.

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification that needs to have assignees updated.
4. In the Certification details section, click the Edit button.
   
   
   The Certification details section will now turn in to a form for you to edit the certification details.
   
   
5. Use the Certification details form to edit the certification details.
   
   

   Important

   You cannot edit the certification type, mandatory or optional selection, and security groups restriction. These entries will all be greyed out accordingly. If you need to change these inaccessible details, you can archive this certification and create a new one.

6. Click the Save button.
   
7. Click the Confirm button.
   

The steps below explain how to assign or remove employees from a certification.

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification that needs to have its assignees updated.
4. In the Assignees section, click the Edit button.
   
   
   An editable field called Assign to (Optional) will now appear.
   
   
5. Edit the assignees by making the necessary changes to the tag(s) in the Assign to (Optional) field.
6. Click the Save button.
   
   
   A confirmation window will now appear. It asks you whether you are sure you want to update the assignee list.
   
   
7. On the confirmation window, click the Confirm button.

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification that needs to have approvers updated.
4. In the Approvers section, click the Edit button.
   
   
   Two fields will now open in the Approvers section: one that asks Is approval required? and another one that is a dropdown called Send approval request to dropdown.
   
   
5. In the Is approval required? field, click the Approval Required button.
6. In the Send approval request to field, click the dropdown button and select the necessary approvers.
7. Click the Save button.
   

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification you need to archive.
4. Click the Archive button.
   
   
   A confirmation window will now appear. It asks whether you are sure you want to archive the certification.
   
   
5. On the confirmation window, click the Archive button.

1. Click the  Settings menu.
2. Under General Settings, click the Certification Settings submenu.
3. Click the certification you need to delete.
4. Click the Delete button.
   
   
   A Delete Certification window will now appear.
   
   
5. In the Delete Certification window, type the exact certification name in the Certification name.
   
   Note: You need to type the exact name of the certification you wish to delete to fully confirm your interest in deleting it.
   
   
6. Click the Delete button.