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People Module How Tos

How To: Access a User's Roles and Certifications Report QR Code

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How To: Acknowledge a Document/Video Associated with a Required Certification


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How To: Add / Edit / Delete Comments to a User's Submitted Certification

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How To: Approve a Submitted Certification Pending Approval

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How To: Approve Multiple Certifications Submitted for Approval for a Specific User

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How To: Assign a Certification Role to Multiple Users at Once

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How To: Assign Candidate Users to a Certification Role

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How To: Assign Certifications to a User Independent of a Required Certification Role

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How To: Assign Users to a Certification Independent of a Required Certification Role

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How To: Attach a File or Link to a User's Certification

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How To: Batch Submit Certifications in Bulk

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How To: Complete a Form Associated with a Required Certification

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How To: Complete Payment for a Required Certification

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How To: Create a Certification

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How To: Create a New Company

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How To: Create a New Module Level (People Module)

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How To: Create a Shared Certification Report

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How To: Create, Define, and Assign Users to a New Certification Role

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How To: Decline a Submitted Certification Pending Approval

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How To: Defer a Certification for a Specified User

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How To: Define Competency Settings for a Role

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How To: Define the Certifications Assigned to a Company's Certification Roles

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How To: Delete a Certification

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How To: Delete a Certification Role

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How To: Delete a Certification that is Pending Approval

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How To: Delete a Company

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How To: Delete a Shared Certifications Report

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How To: Designate an Individual a Hidden User on the Users Table

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How To: Designate that an Employee is in Training

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How To: Edit a Company Specific Certification Role Description

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How To: Edit a Supervised User's Account Information from the People Module

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How To: Edit a User's Certifications Completion/Expiration Dates

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How To: Edit Attachment Naming Settings for the People Module

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How To: Edit Certification Details

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How To: Edit Certification Role Details

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How To: Edit Certification Role Information

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How To: Edit Company Information

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How To: Edit Notification Settings

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How To: Edit Required Certifications for a Certification Role

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How To: Edit the Roles Associated with a Certification

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How To: Export Certifications

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How To: Export Role/Certification Assignments

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How To: Import Certifications

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How To: Import Role/Certification Assignments

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How To: Indicate a Required Certification Cannot Be Deferred

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How To: Indicate a Required Certification is Not Applicable to a Specified User

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How To: Make a Hidden User a Visible User on the Users Table

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How To: Remove a Certification Role From a Company

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How To: Reset a User's Roles and Certifications Report QR Code

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How To: Send a Shared Certifications Report via Email

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How To: Send a User an Email Notification Regarding a Certification

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How To: Submit a Certification

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How To: Submit Certifications/Competencies from the Supervisor Report Table

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How To: Take a Course Associated with a Required Certification

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How To: Update Assigned Certification Records from the Matrix Table

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How To: Use Attachment Inbox to Upload a File and Attach it to a Certification

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How To: View a User's Certification History Modal

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How To: View a User's Roles and Certifications Report

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