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Creating a New Training Certificate

By adding training certificates to a staff document, you help to ensure that all aspects of a staff member's training can be evaluated by the users responsible for assigning staff members to workspaces or portfolios. To add training certificates, your security role must have permission to update staff. For more information, see "About Security Permissions".

To add a new training certificate

  1. Open the Staff register.

    2. — or —

    Open the Staff tab of the appropriate org company or business unit.

  2. Select the staff member who is receiving the new training certificate.

    3. The Main page for the staff member appears.

  3. Click Edit.
  4. Click the Training History page.

    5. A list of training certificates for the staff member appears.

  5. Click Add Line.

    6. Proliance creates a new row for the training certificate.

  6. Complete the information on the new certificate.

    7. You must supply information for headings that have an asterisk (*).

  7. Click Save.

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

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