Certification#

Certification.Show

Overview#

A Certification represents a particular skill set. It can be assigned to multiple Employees.

For an Employee to be certified, the Certification must be explicitly granted to them manually or they must acquire it by meeting all the defined Certification required Qualifications (in the defined proficiency).

Some system objects can be defined to require Certifications:

• A Resource can define a specific set of personnel requirements in terms of Certifications that are required for operation. For more information, see Manage Resource Personnel.
• A Step can be defined as requiring a specific Certification to be executed, together with specific contexts that can be defined through a Smart Table. For more information, see Create Step and StepCertificationRequirementsContext.

When the Certification is configured to allow manual grants, there are three grant options:

• A Certification can be granted by a user that belongs to the Certification owner role.
• A Certification can be configured to allow the Manager (supervisor) to grant the Certification.
• A Certification can be configured to allow the Employee to grant the Certification to themselves.

A Certification can be configured to expire after a certain period of time.

The following image illustrate the state models associated with the Certification state of a particular Employee, using the manual assignment and grant or using the automatic grant.

graph TD

Start -.->|Assign| A3
Synchronize -.->|Synchronize| L3
Start1 -->|Assign| A2
A2 -->|Unassign| Unassigned[Unassigned]
A1 -->|Unassign| Unassigned
L1 -->|Unassign| Unassigned

subgraph Manual
    A1[Assigned] -->|Assign/Grant| A2[Active]
    A2 -->|Revoke| A1
    A2 -->|Expiration| L1[Expired]
    L1 -->|Edit/Grant| A2
    L1 -->|Revoke| A1
end

subgraph Automatic
    A3[Assigned] -.-> L3[Active]
    L3 <--> L5[Expired]
    L3 <--> L6[Grace Period]
    L3 <--> L4[In Progress]
    L4 <-->|Synchronize| A3
    L3 -.-> A3
    L5 <--> L4
    L6 <--> L4
    L5 <--> L6
end

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
classDef mermaid_state color:#000, fill:#d7e4bd, stroke:#000, stroke-width:1px, font-size:100%, font-weight:300;
class Start,Start1,Synchronize mermaid_start
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12,Unassigned mermaid_state
class L1,L2,L3,L4,L5,L6 mermaid_entitylinked

Tying Everything Together#

graph LR
    A1[Shift Plan] --- N2[Workgroup] --- N3[Workgroup Personnel Requirement] --- Main[Certification]
    Main === L1[Certification Required Qualification] --- A7[Qualification]
    Main --- L2[Employee Certification] --- A4[Employee]
    A5[Resource] --- A6[Resource Personnel Requirement] --- Main
    Main -- Position --- A4

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class L1,L2,L3,L4,L5,L6 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/certification"
click A1 "../../business-data/shift-plan"
click A4 "../../business-data/employee"
click A5 "../../business-data/resource"
click A7 "../../business-data/qualification"

Sequence Of Steps#

The necessary steps for correctly configuring and using a Certification are the following:

1. Define the organization proficiency levels in the Generic Table QualificationProficiency.

   Note

   The Rank of the Proficiency is defined in numbers, and you can define the highest value as being the lowest rank or vice-versa depending on you location and culture.

2. Optionally, create the Certification Required Qualification.

3. Create the Certification.