Certifications
Certification is a progr which the vendor confirms that a specialist the skills required to get a certificate. The certificates issued the program may differ depending on the directions, levels and other criteria.
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 | | Add the title of the certification. |
Short name | N | Add a short name of the certification. |
Vendor | N | Specify the certification vendor. |
Certificates
is a confirmation issued by the vendor to an employee who has a certain competence. You can add certifications and track of the certificates issued based on them.
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 | N | Specify the employee whom the certificate is issued. |
Certification | Y | Specify the certificatio certificate is issued. |
Number | Y | Specify the certificate number. |
Receiving Date | N | Specify the date when the certificate is issued. |
Expiration Date | Y | Specify the date when the certificate becomes expired. |
Company | N | Specify the company of the emploom the certificate is issued. |