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Creating a New Certification

You can add certifications if a company or business unit acquires a new certification or if an existing certification becomes relevant to a workspace. To add a certification to a company or business unit, your security role in the appropriate work area must have permission to create certifications. For more information, see "About Security Permissions".

By adding certifications to a company record, you help to ensure that all aspects of a company's qualifications can be evaluated by the users responsible for assigning companies to workspaces.

To add a certification

1. Open the Certifications tab for the company receiving the certification.

The list of certifications for the company appears.

2. Click New to create a new certification using the default template.

— or —

Click the arrow next to New to choose another template. For more information, see "About Document Subtypes".

A blank certification document appears. Some information may already be filled in, depending on the template used.

3. In the Title field, type the title of the certification document.
4. Complete any other necessary information for the document. Headings marked with an asterisk (*) or highlighted fields are required. For more information, see "About Required Fields".

Please refer to the following for more information on the fields for each page:

• Main
• Properties
5. Click Save.

Proliance saves the page. Click Exit Edit Mode when done.