Certification - Create Certification Template

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

1. Log in to personal profile

2. Click Settings on the main menu

3. Click Training on the submenu

4. Click Certification Templates on the flyout menu

5. Click Actions

6. Select Add New Certification Template from the drop-down menu

7. Complete the Add New Certification Template form wizard. All fields are required.

8.  

   1. Template Name: Create a name for the template

   2. Template Description: Add a description of the template

   3. Status: Select Active or Inactive

9. Click Save and Yes to confirm

10. Add certification requirements to the template and update as needed

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