A Certification's Details Page
Each certification created in KAStrack will have its own Certification's Details Page. You can access the Certification Details Page by clicking the certification name in the Certifications Table on the Certifications Page of the People Module. A Certification Details Page is comprised of three tabs: Certification Info, Associated Roles, and Associated Users. Each tab is explained in detail on this page.
The Associated Roles Tab and Associated Users Tab are not visible to all users. Visibility is dependent on Module Level access permissions. WIKI LINK HOW TO CREATE NEW MODULE LEVELS (PEOPLE MODULE)
Certification Info Tab
The Certification Info Tab shows the details for a specific certification.
Users have an ability to complete the certification's required activity on the Certification Info Tab. Administrators can edit certification information from the Certification Info Tab. WIKI LINK HOW TO EDIT A CERTIFICATION
Associated Roles Tab
The Associated Roles Tab shows list of the certification roles that have been assigned this specific certification.
An account administrator can edit the associated certification roles directly from the Associated Roles Tab.
How To: Edit Certification Role Information
To edit the information associated with a specific certification role, select Roles in the People Module from the Main Menu to open the Certification Roles Page.
Identify the certification role whose information you wish to edit and click the “View/Edit (#)” clickable link associated with it to open a specific certification role's Details Page. Select the Role Info Tab.
Click the “Edit Role Info” button opening the Edit Info Page allowing you to edit the certification role information specified when the certification role was created.
Alter the description, role required, tags, and/or any competency settings for the Certification Role (if competency tracking is enabled for your KAStrack installation), and then click the “Save Changes” button to return to the Role Info Tab. WIKI LINK HOW TO DEFINE COMPETENCY SETTINGS FOR A ROLE
Associated Users Tab
The Associated Users Tab displays the Associated Users Table, which shows a listing of all users who are currently required to complete this certification or who have previously completed it.
Both the pencil icon and the context menu on the Associated Users Tab allows an administrator to assign this certification as an "Other Required Certification" independent of any assigned certification role. WIKI LINK HOW TO ASSIGN A CERTIFICATION INDEPENDENT OF A REQUIRED CERTIFICATION ROLE
Clicking the checkboxes to the left of the user's name opens an additional modal.
Selecting the Email button opens a modal that is used to send a certification email notification to the specified users. The modal offers the option to add a message to the email notification.
How To: Send a User an Email Notification Regarding a Certification
To send a user an email notification regarding a specific certification, you must open the supervised user's Certifications Details Page. To do so, select Users in the People Module from the Main Menu.
Click the name of the relevant user on the Users Table opening their Certification Details Page. To the right of a certification name in the Outstanding Requirements Table is a three-icon that opens the Outstanding Requirements Context Menu.
Notify is only a context menu option for the Outstanding Requirements Table.
Select the option Notify opening the Send Notification Modal. Use the modal to include an optional message that will be included in the Certification Notification that will be sent to the user through the system via email.
Select the Send button.
The modal changes, indicating that the email notification is sent.
Selecting the Not Applicable / Defer button opens the Defer Certification Modal. Certification can be required (not allowed to defer), designated as not applicable for the user, or deferred until a specified date/time.
WIKI LINK HOW TO INDICATE A REQUIRED CERTIFICATION CANNOT BE DEFERRED
WIKI LINK HOW TO INDICATE A REQUIRED CERTIFICATION IS NOT APPLICABLE TO A SPECIFIED USER(S)
WIKI LINK HOW TO DEFER A CERTIFICATION FOR A SPECIFIED USER