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Description: In this topic you Description: In this topic, the user will learn how to create Certification Templates. Certification templates house multiple certification requirements and can be linked via an optional field on the object to a cost center, funding account, service code, program, employee, or client.
Role Required: Super User
Permission Required: Training Admin
Create Certification Template
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Log in to
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personal profile
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Click Settings
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on the main menu
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Click Training
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on the submenu
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Click Certification Templates
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Click Actions
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Select Add New Certification Template
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Complete the form wizard by adding a template name and description
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on the flyout menu
Click Actions
Select Add New Certification Template from the drop-down menu
Complete the Add New Certification Template form wizard. All fields are required.
Template Name: Create a name for the template
Template Description: Add a description of the template
Status: Select Active or Inactive
Click Save and Yes to confirm
Add certification requirements to the template and update as needed
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