Complete Guide to Add/Edit Certifications

New certifications can be added and existing certifications can be edited.

Navigating to Certifications

From Learning Management, click LMS Admin, click Certifications, then click Add/Edit Certifications.

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Adding Certification

  1. Click Create New Certification.

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  2. Enter the necessary information for the certification details:

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    • Certification Title (required) - This will show up in the drop-down for selection when assigning certifications
    • Description - This will appear in the email notification and from the Admin view.
  3. Setup the email reminder:

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    • Days Before - How many days prior to the end date a reminder will be sent. The end date is a required field when the certification is being added by an employee, manager, or administrator
    • Email Type - Who the email notification will be sent to
    • Carbon Copy Recipients - additional users who should be carbon copied on the certification notice
    • Click Add to have the email reminders added
  4. Click Save

Email reminders can be assigned to the same type multiple times, for example, an employee may have reminders set to go out to them 30, 14, 7, and 2 days prior to the end date.

Edit Certifications

  1. Click Edit towards the left of a certification.

    Certifications_-_Edit_-_00.png

  2. Edit the necessary information for the certification details:

    Certifications_-_Add_-_04.png

    • Certification Title (required) - This will show up in the drop-down for selection when assigning certifications
    • Description - This will appear in the email notification and from the Admin view.
  3. Setup the email reminder:

    Certifications_-_Add_-_05.png

    • Days Before - How many days prior to the end date a reminder will be sent. The end date is a required field when the certification is being added by an employee, manager, or administrator
    • Email Type - Who the email notification will be sent to
    • Carbon Copy Recipients - additional users who should be carbon copied on the certification notice
    • Click Add to have the email reminders added
  4. Click Save

Delete Certifications

Certifications can only be deleted when it is NOT assigned to anyone. For instructions on how to delete a certification from an employee, you can refer to Complete Guide to Assign Certifications.

  • Click Delete towards the left of the certification.

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  • A confirmation modal will appear to confirm the deletion. Click OK to confirm.

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