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Use Attachment Inbox to Upload a File and Attach it to a Certification

Module How Tos People Module How Tos (Primary Suite)

To upload files in the attachment inbox and add them to user certifications, open the Submissions...

Updated 2 months ago by Mitzi Orkus

Assign Certifications to a User Independent of a Required Certification Role

Module How Tos People Module How Tos (Primary Suite)

To assign a certification to users independent of a required certification role, open the Certifi...

Updated 2 months ago by Mitzi Orkus

Edit a User's Certification Completion / Expiration Dates

Module How Tos People Module How Tos (Primary Suite)

To edit a supervised user's certification completion or expiration dates, open the Users Page in ...

Updated 2 months ago by Mitzi Orkus

Attach a File or Link to a User's Certification

Module How Tos People Module How Tos (Primary Suite)

To attach a file or link to a supervised user's certification, open the Users Page in the People ...

Updated 2 months ago by Mitzi Orkus

Defer a Certification for a Specified User

Module How Tos People Module How Tos (Primary Suite)

To defer a specific certification for a supervised user, open the Users Page of the People Module...

Updated 2 months ago by Mitzi Orkus

Indicate a Required Certification is Not Applicable to a Specified User

Module How Tos People Module How Tos (Primary Suite)

To indicate that a required certification is not applicable to a specified user, open the Users P...

Updated 2 months ago by Mitzi Orkus

Indicate a Required Cannot be Deferred

Module How Tos People Module How Tos (Primary Suite)

To indicate that a required certification cannot be deferred, open the Users Page of the People M...

Updated 2 months ago by Mitzi Orkus

Decline a Submitted Certification Pending Approval

Module How Tos People Module How Tos (Primary Suite)

To decline a submitted certification that is pending approval, open the Pending Approvals Tab on ...

Updated 2 months ago by Mitzi Orkus

Complete Payment for a Required Certification

Module How Tos People Module How Tos (Primary Suite)

To complete a payment for a required certification, open the My Certifications Tab on the My Acco...

Updated 2 months ago by Mitzi Orkus

Users Page

People Module People: Pages

The Users Page is not visible on the Main Menu to employees or observer accounts. The Users Page...

Updated 2 months ago by Mitzi Orkus

Certifications Page

People Module People: Pages

Selecting Certifications in the People Module on the Main Menu opens the Certifications Page show...

Updated 2 months ago by Mitzi Orkus

Create a Database

Module How Tos Database Module How Tos (Advanced Suite)

To create a new database, go to the Home Page of the Database Module. Click the “Create Databa...

Updated 2 months ago by Rob Clay

Tags Module How Tos

Module How Tos Tags Module How Tos (Essentials Suite)

How To: Create a New Module Level (Tags Module) How To: Create a New Tag Category How To: Cre...

Updated 2 months ago by Mitzi Orkus

Edit a Category

Module How Tos Tags Module How Tos (Essentials Suite)

To edit a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Selec...

Updated 2 months ago by Mitzi Orkus

Delete a Category

Module How Tos Tags Module How Tos (Essentials Suite)

To delete a category, go to the Manage Page in the Tags Module. Select the Categories Tab. Sel...

Updated 2 months ago by Mitzi Orkus

Create a New Tag in the Tags Module

Module How Tos Tags Module How Tos (Essentials Suite)

To create a new tag in the Tags Module, go to the Manage Page in the Tags Module. Select the “...

Updated 2 months ago by Mitzi Orkus

Create a New Tag Category

Module How Tos Tags Module How Tos (Essentials Suite)

To create a new category in the Tags Module, go to the Manage Page in the Tags Module. Categorie...

Updated 2 months ago by Mitzi Orkus

Search Tagged Page

Tags Module Tags: Module Pages

The Search Tagged Page of the Tags Module allows the user to search through all entities within K...

Updated 2 months ago by Mitzi Orkus

Site Settings Module How Tos

Module How Tos Site Settings Module How Tos (Essential...

How To: Add a Custom/Additional User Account Information Field How To: Assign Remote Access Pr...

Updated 2 months ago by Mitzi Orkus

Logs Tab

Site Settings Module Site Settings: Module Tabs

The Logs Tab on the Site Settings Page is a log of read-only records of historical actions within...

Updated 2 months ago by Mitzi Orkus