Certification
Certifications
A Certification (crm_dev_certificates) 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. The list view of the Certifications menu item is by default filtered for you to only see certification records without the records of the Certification Stage (crm_certification_stage) table inherited from the Certifications table.
Some of the levels in the partnership programs may require the partner company employees to receive certificates in specific certifications provided by the vendor with which the partnership agreement is concluded. You can specify these certifications on the partner level form. After the certificate records are created, add them to the partnership agreement using the Certificates related list on its form.
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. |
Related lists
- Certification Stages – the list of stages in which this certification is specified.
Certification stages
You can create multi-stage certifications through the Certification Stage (crm_certification_stage) table. This could be useful in case a certification suggests passing consecutive stages or when several certification levels are available within one program, for instance, Basic and Advanced. The Certification Stage table is inherited from the Certification (crm_dev_certificates) table. This will allow you to specify certification stages in the Certification field of the certificates that you issue.
Roles required: crm_admin and crm_certificate_manager can create and edit the records. Viewing is available to users with any "out-of-the-box" B2B CRM role, and deletion is available only to crm_admin.
To create a certification stage, complete the following steps:
- Navigate to CRM → Training & Certifications → Certification Stages. You can also create a certification stage from the Certification form in the Certification Stages related list. In this case, the Certification and Vendor fields will be completed automatically.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Certification Stage form fields
| Field | Mandatory | Description |
|---|---|---|
| Full name | Y | Add the full title of the certification stage. |
| Short name | N | Add a short name of the certification stage. |
| Vendor | N | Specify the certification stage vendor. |
| Certification | N | Specify the certification for which you add the stage. |
| Order | N | Specify the order of the current stage compared to other stages of the specified Certification. |
Records in the Certification Stages menu item list view are by default grouped by the certifications for which the stages are added.
Certificates
A Certificate (crm_contact_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.
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 contact | N | The field is displayed if the Is an internal employee checkbox is cleared. Specify a contact to whom the certificate is issued. If the Company field is filled in with a Customer Company (crm_customer_company) or Partner (crm_partner) table record, in the current field you will only be able to specify a contact related to the company specified. If the Company field is empty, it will be filled in automatically with the company of the selected contact. |
| Is an internal employee | N | Select the checkbox if the certificate should be related to an internal company employee account instead of a contact. |
| Employee | Y | The field is displayed if the Is an internal employee checkbox is selected. Specify an employee to whom the certificate is issued. You can only select from the employee accounts in which a Company of the Internal class is specified. If the Company field of the certificate is completed, you can only select from the employees of this company. If the specified company is not of the Internal class, the dictionary of the current field is empty. If the Company field is empty, it will be automatically completed with the company of the selected employee when you fill in the current field. |
| Certification | Y | Specify the certification based on which the certificate is issued. |
| Issue 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. If you specify a company that is not of the Internal class and after that select the Is an internal employee checkbox, the current field will be cleared. |
| Serial number | Y | Specify the certificate number. |
Expiration notifications
Currently, the notifications are only added in Russian. In this article, we provide the translations of the notification subjects though they are not present in the system. You can add the translations if necessary.
As the expiration date approaches, the Employee or Specialist contact specified in the certificate receives notifications to their email. The specialist contact can receive notifications only if it has an existing employee account with an email specified. The list of notifications:
- Expires in 3 months: {certification short name} program certificate
- Expires in 2 months: {certification short name} program certificate
- Expires in 1 month: {certification short name} program certificate
- Expired certificate for the {certification short name} program
The system sends notifications only on working days. If the expiration date falls on the weekend or a public holiday, the notification is sent on the next working day instead. When the Expiration date changes, the notification dates are recalculated. If the Employee or Specialist contact changes, further notifications are sent to the new employee or contact.
The schedule specified in the Work schedule field of the employee account that created or updated the certificate record is used for the calculation of the working days and non-working days for the notifications. If the work schedule is not specified in the employee account, the schedule specified in the crm.user.schedule.default system property is used instead.