Assigning Certification Competencies

Access the Certification Revisions form.

To assign certification competencies:

  1. Complete these fields:

    • Address Number

    • Competency Code

  2. Review these fields:

    • Resource Type

    • Competency Level

  3. To attach a document that provides more detailed information about the employee level of competency, select Header Attachment from the Form menu.

  4. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

  5. On the Certification Revisions form, complete these fields in the detail area:

    • Licensing Body

    • Licensing Number

    • Issue Date

    • Expiration Date

    • Verified By

    • Score Rating

    • Verification Method

    • Renewal Code

    • Cost

    • Status

  6. To attach a document that provides more detailed information about a record in the detail area, select the record, and then select Detail Attachment from the Row menu.

  7. On the Attachment Revision form, enter or paste the text of the attachment into the text window, and then click OK.

  8. Repeat steps 5 through 7 for as many certifications as you need to enter for this employee and competency code.

  9. To review the available courses for the competency area, select Course Information from the Form menu.

  10. On the Search & Select Competency/Course form, click Find and review the course information in the detail area.

  11. To return to the Certification Revisions form, click Close.

  12. On the Certification Revisions form, click OK.

Licensing Body

Enter a defined code (05/LB) that represents the name of the organization that grants the professional license or certification.

Licensing Number

Enter the identification number of the employee professional license.

Issue Date

Enter the date on which the professional license was issued to the employee.

Expiration Date

Enter the date on which the employee professional license expires.

Verified By

Enter the name or address book number of the person who verified that the employee is certified in the competency.

Score Rating

Enter the score that the employee receives when attaining a professional license or certification.

Verification Method

Enter a defined code (05/VM) that defines the methods that you use to verify employee competency levels.

Renewal Code

Enter a defined code (05/RC) that indicates the requirements that the employee must complete to renew the license.

Cost

Enter the cost of the training course.

Status

Enter a defined code (05/CR) that indicates the progress that the employee has made toward a level of proficiency in a particular competency. For example, for certification competencies, you might define a status, Pending, to indicate that the employee has completed a certification test but has not yet received his or her test scores.