Adding a Certification

Updated by Cheryl Wallace

Disambiguation: Certifications are specialized training or qualifications essential to support to safe work practices. For certificate documents for service such as calibrations, see Service Tasks and Work Orders or Attachments.
Watch this video for an overview and walkthrough how to improve worker safety by using certifications to help avoid untrained or unqualified individuals having access to specialized tools & equipment.
  1. Click Personnel in the left side menu, then click Certifications.
  2. Click in the edit tool bar to add a new record.
  3. Type the unique short Certification name and Description for the certification.
  4. Check Expires if there is a required expiration date associated with the personnel's certification that must be renewed or a refresher course is required. The certification will be Active by default.
  5. Click to save the certification.
Remember to add this certification to any Part Numbers requiring this special training and to any Personnel having achieved this certification.

See also:

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