Associating Certifications with a Partner Company

This task is a step in Process of Certifying Your Partners.

You can create a certification record for each of your partners and associate these records with certification templates.

You can also set up Siebel Business Process Designer to automatically enter the value Certified in the Status field of the Certification record when values are filled in the Certification Criteria list that satisfy all the requirements of the certification, making the partner company a certified partner. For more information about Siebel Business Process Designer, see Siebel Business Process Framework: Workflow Guide.

To create a certification record and associate it with a partner

1. Navigate to the Partners screen, then the Partner List view.

2. In the Partners list, drill down on the name of the partner company for which you want to create a certification.

3. Navigate to the Certifications view.

4. In the Certifications list, add a new record.

5. Enter information from the following table in the fields.

   Field	Description
   Template Name	Click the Single Select button and select a predefined template. The criteria in the Certification Criteria form are automatically filled based on the template chosen.
   Certification Name	Enter a name for the certification.
   Description	Enter a description of the certification.
   Partner	Enter the name of the partner company.
   Active	This field is automatically set to true if the End Date is greater than today.
   Status	Indicates the status of the certification: In Progress, Not Started, Certified.
   Certified Date	The date on which the status is set to Certified is entered automatically when you select this status.
   End Date	The end date is entered automatically, set based on the certified date and the validity (in months) defined for the certification template.