Certifications Tab

The Certifications tab lets you add certifications undergone by the technician. You can also search for the certifications completed by a technician and edit or remove them.

Tip

To view the Advanced Search Options - Certifications page, click the Advanced Search Options - Certifications link.

This topic describes the following:

Searching the Assigned Certifications

The Advanced Search Options - Certifications lets you use the multiple search options available to search and display the technician certifications.

To search for the assigned certifications

1.    In the Manage Shop Floor Activity section, click Certifications.

The Advanced Search Options - Certifications page opens.

2.    Specify the following search parameters:

a.    In the Certification Name list, select a certification.

b.    In the Certification Class list, select the certification class.

c.     In the Expiration Date field, type the expiry date of the certification in the MM/DD/YYYY format, or select the date from the calendar.

d.    In the User Name list, select the technician assigned with the certification.

e.    Optionally, select the Show Expired Certification check box to display the expired certifications.

3.    Click Search.

The Certification grid displays the certifications searched based on the search parameter with the following information each certification:

§       User Name

§       Certification Name

§       Certification Class

§       Expiration Date

Navigation Tips:

  • To expand or collapse the grids in the search window, click to the right of the title bars.
  • To move the grids in the search window, drag a grid to a desired location. To save the position of the grid, click the icon. The position of the grids will be the same next time you open the search window.
  • To sort the search results displayed in a column by any category, click the column header.
  • To browse through the search results, use the arrows in the upper part or the lower part of the search result grid. You can also specify whether to display the entire search result or ten results at a time.
  • If there are too may results to display, the search returns an error message as The search results exceed the maximum number of records allowed. Only the first ‘x’  records are being shown. Please refine your search criteria if the record for which you are searching is not in the list returned. You must narrow your search to display targeted results.
  • To export the search results to a spreadsheet, word document, or CSV file, click the appropriate export link on the upper-right corner of the search results grid.

 

Exporting the Search Results Grid

You can export the Search Results grid in the following formats:

·       Microsoft Excel (.xls)

·       Microsoft Word (.doc)

·       Comma-Separated Values (.csv)

To export the search results grid

1.    Click the Microsoft Excel ( ), Microsoft Word ( ), or Comma-Separate Value ( ) icon in the upper-right corner of the Search Results grid.

The File Download dialog box opens prompting you to Open, Save, or Cancel.

2.    Click Save.

The Save As dialog box is displayed with the File Type of the selected format.

3.    Browse to the desired location, specify a file name, and then click Save.

The Search Results grid is saved in the specified format at the specified location.

Assigning a Certification

You can assign a certification to a technician after the technician completes the certification.

To assign a certification to technician

1.    In the Manage Shop Floor Activity section, click Certifications.

The Advanced Search Options - Certifications page opens.

2.    Click the Assign Certification link.

The Assign Certifications dialog box opens.

3.    Perform the following to select the technicians:

a.    Click the First Name search filter to display and select the first name of the technician.

b.    Click the Last Name search filter to display and select the last name of the technician.

c.     Click the Role search filter to display and select the role of the technician.

4.    Click Continue.

5.    Perform the following to select the certifications you want to assign the technician:

a.    Click the Certification Name search filter to display and select the certification.

b.    Click the Class Name search filter to display and select the class of the certification.

c.     Click the Validity search filter to display and select the validity of the certification.

6.    Click one of the following:

o      Save to save the information.

o      Save & New to save the information and assign another certification to technician.

o      Cancel to disregard any changes.

7.    Click Continue to complete the process.

Editing a Certification

You can edit a certification to modify or update the technician certification details.

Note: You can not edit a certification that is expired.
To edit a certification

1.    Search and view the certification you want to edit.

2.    Click Edit.

The Edit Certifications dialog box opens.

3.    In the Certification Date field, type the certification date in the MM/DD/YYYY format or select the date from the calendar.

4.    Click one of the following:

o      Save to save the information and close the dialog box.

o      Cancel to disregard any changes and close the dialog box.

Removing a Certification

You can remove a certification if the certification is no longer required.

Note: You can not remove a certification that is expired.
To remove a certification

1.    Search and view the certification you want to remove.

2.    Click Edit.

The Edit Certifications dialog box opens.

3.    Click Remove.

4.    In the Remove Certification dialog box, click one of the following:

o      Yes, Remove this Certification to confirm the process.

o      Cancel to close the Remove Certification dialog box.

Top of Page