---
alias: user-guide-certification-index
description: "Certifications represent skills and are assigned to employees, managing operational requirements and granting access"
---

# Certification

:lock: Certification.**Show**

## Overview

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

!!! note
	By assigning a **Certification** to an **Employee**, they do not automatically get the **Certification**.

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](../resource/manage_resource_personnel.md).
* 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](../step/create_step.md) and [StepCertificationRequirementsContext](../../administration/tables/smart-tables/stepcertificationrequirementscontext.md).

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.

```mermaid
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
```

!!! info
	**Certifications** are part of Labor Management which is a Critical Manufacturing optional module.

!!! note
	Depending on the recurrence defined in the `SynchronizeEmployeeQualificationsAndCertifications` timer, the system will validate the expiration date. For more information, see [Timers](../../administration/timers.md).

## Tying Everything Together

```mermaid
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**.

!!! info
	Will also be useful to see the [Trainee Scenario](../../../tutorials/modules/labor-management/traineescenario.md) tutorial.

{{ generate_index() }}