Create Certification#

Certification.Create

Certification.CreateTemplate

Certification.CreateFromTemplate

Overview#

This operation is used to create a Certification. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Certification does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

1. Provide a name for the Certification.
2. Optionally, provide a description of the Certification.
3. Select the Certification type. The list of possible values are taken from the lookup table CertificationType.
4. Select the Owner Role associated to the Certification. The list of Roles is retrieved from the Roles currently configured in the system.
5. Optionally, provide a link with more information on the Certification if available.
6. Optionally, provide a distribution list to be notified of Certification changes (when a User is granted the Certification or when it is revoked).
7. Choose whether the distribution list defined above will be notified when the Certification changes by selecting the Send Notification On Changes flag accordingly.
8. Choose whether to send an information email to all the users assigned to this Certification by selecting the Send Notification When Certification is Required flag accordingly.
9. Check the Allow Manual Grants to allow manual grants in addition to automatic grants.
10. If the Allow Manual Grants flag has been set in the previous step, the Certification can be set to Allow Self-Granting by setting the appropriate flag, enabling the Employee to self-grant this Certification to/from himself/herself. Following the same logic, the Certification can be set to Allow Granting By Manager by setting the appropriate flag, allowing the Manager of the Employee to grant this Certification to/from his subordinates.
11. Optionally, select a validity for the Certification as well as the validity period scale. In addition, it is possible to specify whether the validity can be overriden by setting the Allow Override flag.
12. Optionally, select whether to Enable Trainees, which will allow the certification to specify Employees that hold the Certification as trainers or trainees. Also decide if the Employee will be a Trainee By Default in which case, when assigning or granting the Certification to an Employee, they will automatically be associated to the Certification as a Trainee.
13. If you selected Enable Trainees, you must set the Training Maximum Duration.
14. Select Create to complete the operation and the new Certification will be created.