Certification
Certifications
Certification is a program in which the vendor confirms that a specialist has the skills required to get a certificate. The certificates issued under the program may differ depending on the directions, levels and other criteria.
tip
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 | Y | Add the full title of the certification. |
| Short name | N | Add a short name of the certification. |
| Vendor | N | Specify the certification vendor. |
Certificates
A certificate is a confirmation issued by the vendor to an employee who has a certain competence. You can add certifications and keep track of the certificates issued based on 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 | N | Specify the employee to whom the certificate is issued. |
| Certification | Y | Specify the certification based on which the 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 employee to whom the certificate is issued. |