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Certifications
Certification is a program, in which the vendor confirms the specialist's skills compliance with the criteria of the required expertisethat a specialist possesses the skills required to get a certificate. The certificates issued in the program may differ depending on the directions, levels and other criteria.
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Role required: crm_certificate_manager. |
To create a certification, complete the steps below:
- Navigate to CRM → Training & Certifications → Certifications.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Certification form fields
| Field | Mandatory | Description |
|---|---|---|
Full name | Yes | Add full title of the certification. |
| Short name | No | Add abbreviated title of the certification. |
| Vendor | No | Specify the certificatino certification vendor. |
Certificates
Certificate is a proof issued by vendor of an employee having possessing a certain competence, issued by vendorexpertise. You can add certifications and keep track of the certificates issued from them.
| Tip |
|---|
Role required: crm_certificate_manager. |
To create a certification, complete the steps below:
- Navigate to CRM → Training & Certifications → Certificates.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Certificate form fields
| Field | Mandatory | Description |
|---|---|---|
| Specialist | No | Specify the employee, to whom the certificate is issued. |
| Certification | Yes | Specify the certification, based on which the certificate is issued. |
| Number | Yes | Specify the certificate number. |
| Receiving Date | No | Specify the date when the certificate is issued. |
| Expiration Date | Yes | Specify the date when the certificate becomes expired. |
| Company | No | Specify the company of the employee, to whom the certificate is issued. |
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