How to Set up Certificates Templates


As an administrator, you can set up the list of certificates by going to the Main Menu-->Admin-->Set up-->Certificates.

How to Add a New Certificate Type:
Click on the "Create a Certificate" button, and give it a name. Then enable the requirement for a document upload by switching to "Yes", and add a badge by clicking on the question mark and selecting a badge or uploading an image that best represents this type of certification.

How to Delete a Certificate Type:
To delete a certificate type, click on the red "X" in front of its name.

Other Features:
This Page also displays the number of staff members that have a certification type of interest, the number of expiring soon and expired certificates. Click on the "Expiring Soon" and "Expired" column lines in each certificate type to see the list of users and their role that have outdated certificates.

How to Add Standard Certificates:
At the top right corner of this page click on the "Add Standard Certificates" drop down and select all the categories that apply. The selected items will show checkmarks in front of them and will be automatically added to you list. The added standards will show up in the list with orange name color. 


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