My Account Page
will have their own My Account Page | |
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People Module available on the Main Menu, allowing a user to view, manage, and submit required certifications associated with their account. A user's My | |
Account Page is comprised of three tabs: My Certifications, Submit | |
Certifications, and Certification | |
A detailed explanation of each tab is been included on this page.
the three-dot icon to the right of the page header opens the My Account Page Context Menu. The options available on the context menu are explained in the table below.
My Account Page Context Menu Option Explanations | |
Option | Explanation |
View Account Info |
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Edit Account Info |
WIKI LINK HOW TO EDIT A USER'S ACCOUNT INFORMATION FROM THE PEOPLE MODULE |
QR Code (User Report) |
WIKI LINK HOW TO ACCESS A USER'S ROLES AND CERTIFICATIONS REPORT QR CODE |
User Report |
WIKI LINK HOW TO VIEW A USER'S ROLES AND CERTIFICATIONS REPORT |
The My Certifications Tab
The My Certifications tab on the My Account Page allows a user to view their personal certifications summary. It is comprised of four sections: Outstanding Requirements, Certifications Submitted for Approval, Certifications, and Not Applicable. Each of the sections are outlined below.
If there are no certifications relevant to the specific section, no table is visible below the section header.
Outstanding Requirements Section
The Outstanding Requirements Section contains a table that displays the certifications that the user is responsible for but does not have on file.
To the right of the certification name in the Outstanding Requirements Table is a three-dot icon that opens a context menu with various options for outstanding required certification management. Options visible on the context menu will vary based on the certification.
User Certifications Details Page Table Context Menu Option Explanations | |
Option | Explanation |
Submit Certifications | Selecting Submit Certification from the context menu for a specific certification opens your certification's Submit Certification Modal. It initiates the same action as the clickable Submit Certification link in the Activity column. WIKI LINK HOW TO SUBMIT A REQUIRED CERTIFICATION |
Complete Form or Payment | Selecting Complete Form or Payment from the context menu for your certification will open the form or payment process that needs to be completed. It initiates the same action as the Complete Form or Payment Button in the Activity column. WIKI LINK HOW TO COMPLETE A FORM ASSOCIATED WITH A REQUIRED CERTIFICATION WIKI LINK HOW TO COMPLETE PAYMENT FOR A REQUIRED CERTIFICATION |
Take Course | Selecting Take Course from the context menu for your certification will open the Course Instructions Page in Courses Module where you can start the required course. It initiates the same action as the Take Course button in the Activity column. WIKI LINK HOW TO TAKE A COUSE ASSOCIATED WITH A REQUIRED CERTIFICATION |
Acknowledge Document/Video | Selecting Acknowledge Document/Video from the context menu for your certification will open the Document/Video Acknowledgement Modal allowing the user to acknowledge the required document/video. It initiates the same action as the Acknowledge Document/Video button in the Activity column. WIKI LINK HOW TO ACKNOWLEDGE A DOCUMENT/VIDEO ASSOCIATED WITH A REQUIRED CERTIFICATION |
Certifications Submitted for Approval Section
The Certifications Submitted for Approval Section contains a table that displays the certifications that have been submitted but are waiting for supervisor approval.
To the right of the certification name in the Submitted Certifications Table is a three-dot icon that opens the Submitted Certifications Context Menu. The table below explains the context menu options.
Submitted Certifications Table Context Menu Option Explanations | |
Option | Explanation |
Edit | Selecting Edit from the Submitted Certifications Context Menu opens your certification's Submit Certification Modal. You can edit your certification's completion or expiration date, add attachments or a URL Link to the certification. WIKI LINK HOW TO EDIT A USER'S CERTIFICATION COMPLETION/EXPIRATION DATES WIKI LINK HOW TO ATTACH A FILE OR LINK TO A USER'S CERTIFICATION |
History | Selecting History from the Submitted Certifications Context Menu opens your certification's History Modal. This read-only modal summarizes the historical details associated with the user's certification. WIKI LINK HOW TO VIEW A USER'S CERTIFICATION HISTORY MODAL |
Certifications Section
The Certifications Section contains a table that displays the certifications that shows all certifications that are required or were previously completed by the user.
To the left of the certification name, the dot indicates the certification status. This matches the coloring of the expiration date cell. The required column states which certification role the certification is required for. The attachments column could include a PDF of the form entry, auto-generated certificates, or manual uploads.
Clicking on the three-dot icon to the right of the Certification Name opens a context menu with the options to Submit Certification, Take Course, Complete Form or Payment, or Acknowledge Document / Video.
User Certifications Details Page Table Context Menu Option Explanations | |
Option | Explanation |
Submit Certifications | Selecting Submit Certification from the context menu for a specific certification opens your certification's Submit Certification Modal. It initiates the same action as the clickable Submit Certification link in the Activity column. WIKI LINK HOW TO SUBMIT A REQUIRED CERTIFICATION |
Complete Form or Payment | Selecting Complete Form or Payment from the context menu for your certification will open the form or payment process that needs to be completed. It initiates the same action as the Complete Form or Payment Button in the Activity column. WIKI LINK HOW TO COMPLETE A FORM ASSOCIATED WITH A REQUIRED CERTIFICATION WIKI LINK HOW TO COMPLETE PAYMENT FOR A REQUIRED CERTIFICATION |
Take Course | Selecting Take Course from the context menu for your certification will open the Course Instructions Page in Courses Module where you can start the required course. It initiates the same action as the Take Course button in the Activity column. WIKI LINK HOW TO TAKE A COUSE ASSOCIATED WITH A REQUIRED CERTIFICATION |
Acknowledge Document/Video | Selecting Acknowledge Document/Video from the context menu for your certification will open the Document/Video Acknowledgement Modal allowing the user to acknowledge the required document/video. It initiates the same action as the Acknowledge Document/Video button in the Activity column. WIKI LINK HOW TO ACKNOWLEDGE A DOCUMENT/VIDEO ASSOCIATED WITH A REQUIRED CERTIFICATION |