Define the Certifications Assigned to a Company's Certification Roles

To define the certification roles associated with a specific company, select Companies in the People Module from the Main Menu opening the Companies Page. Click on the name of the company whose roles you want to define in the Companies Table.

Clicking on the name of a company will open the company's Details Page that displays the company's certification roles with their description.

Select the “Edit Company Roles” button to open the Company Roles Description Table. A certification role can be assigned to different companies. The Company Role description allows you to customize the description of the certification role for that specific company.

If a Certification Role has not yet been defined, clicking “Define Role” in the Company column will open the company's Define Role Page.

Optionally input a description of the new role in the textbox.

Role requirements are shown on the Role Info Tab on the Roles Page. Any specific requirements for the certification role can be added. Clicking the “Add Requirement” button opens a new text box, allowing for unlimited Role Requirements. These Role Requirements serve as guidance for adding new users to a particular Certification Role; there is currently no mechanism in KAStrack that further defines the criteria of these requirements or enforces them.

Select the desired tags for additional filters.

Certification Roles can be tagged for filtering purposes; however, Certification Roles currently do not honor the permissions for Permissive and Restrictive tags and will instead behave as if they’ve been tagged with Open tags.

If competency tracking is enabled for your KAStrack installation, the next section will allow definition of the Competency Settings for the Certification Role. WIKI LINK HOW TO DEFINE COMPETENCY SETTINGS FOR A ROLE

Select the Required Certifications that apply to the new Certification Role. Use the checkbox in the header row to select all available Certifications.

Click the “Save Changes” button to save the new certification role details, automatically opening the Edit Users Table of the Assigned Users Tab.

Use the checkboxes in the first column to identify the users that the new role applies to. Use the checkbox in the header row to select all available users.

Click the “Save Changes” button and return to the Assigned Users tab.