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Certifications - Main
The Main page of a Certifications document contains detailed
information about the certification, including the certification and expiry
dates and certification contact information.
The company that holds the certification is displayed at the
top of the certification page, next to the label Company.
On the Vendor Company Certification and Org Company Certification document,
you can click on the company name to view detailed information about the
company. On the Workspace Certification document, click the Magnifying Glass icon 
to select a different company.
Depending
on the company and work area in which this certification document is located,
certification information is grouped under different sections. The certification
document needs to be in edit mode before you can modify these fields.
Project
The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document,
and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.
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Note:
- Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.
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Using the Project section, you can set the current document's project linking status to:
- None:
Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
- One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
- Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
- All: Select to link the current document to all projects within the current workspace.
The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.
Certification Date: Select the date the certification was attained.
- Certification Expiration Date: Select the date the certification will expire, if applicable.
- Current State: Indicates the state of the Certifications
document.
- Doc Description: Type a description of the certification.
- Priority (Workspace and Vendor Company Only): Depending on your Proliance configuration, you can optionally select
a priority for the Certifications document. This priority is simply a
categorization for your company's purposes—it does not affect how Proliance
handles the document.
- Number: Type a string of characters that uniquely identifies this certification,
or leave it blank if Proliance is configured to supply one. You
can configure
the format of this number by using Proliance
Local Admin. For details, refer to "Editing the Number Format"
in the Proliance Local Admin on-line help.
- Title: Type the title of the certification. The Title
is required.
For more information about the actions
available on this page, refer to "Certification
Workflow Actions".