---
alias: user-guide-create-certification
description: "Create a new certification object with configurable details and associated roles"
---

# Create Certification

:lock: Certification.**Create**

:lock: Certification.**CreateTemplate**

:lock: 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.

!!! warning
	If a Validity Period is defined, it must be greater than the **Certification** Date.

![Create a Certification][create_certification]

[create_certification]: images/create_certification.png