Key Takeaways
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Learn to efficiently manage talent certifications in Avionte BOLD by setting up certification options, adding issuing authorities, and utilizing filters and searching functionalities.
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The article provides step-by-step instructions for adding and editing certificates, including details such as category selection, issue and expiration dates, issuing authorities, document privacy settings, and more.
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Ensure proper tracking and organization of talent certifications by following the outlined procedures, empowering users to effectively handle certification-related tasks within the Avionte BOLD platform.
Filters & Searching
To manage Talent certifications, we have provided the ability to filter or search for those specific certificates.
Filters
There are 3 options for Filters: All, Active, and Expired.
Searching
In the free text Search field, there is the ability to search by: Certificate Name, Issuing Authority, Certificate Number/ID, Document Name, Issue Date, Expiration Date, and Notes.
Add Certificate
- Go to the Talent's Profile
- Click on the Certificates Sub Tab
- Click on the Add a New Certificate button
- Fill out the following fields:
- Certificate Category: Select a Certificate Tracking Parent (Certificate Category)
- Certificate: Select a Certificate Tracking Child
- Validated (toggle): Choose whether the Certificate has been validated or not.
- Issue Date: Enter the date the Certificate was issued.
- Expiration Date: Enter the date the Certificate expires.
- If no Expiration date, then leave blank.
Note: This Expiration applies to all Documents on the Certificate.
- If no Expiration date, then leave blank.
- Issuing Authority: Select a Certificate Tracking Authority
- Certificate Number / ID: Enter the Certificate Number / ID (alphanumeric)
- Notes: Add any additional notes
- Expiration Date: Set an Expiration date
- This can be different than the Expiration date of the Certificate.
- Document Privacy (toggle): Select if the Certificate document should be public or private
- Upload Document: Upload the Certificate document (Max individual file size: 5 MB)
- Acceptable file types: DOCS, PDF, TXT, JPG, and PNG
- Click on the Save icon
- Below is an example of what a saved Certification looks like.
Edit Certificates
- Go to the Talent's Profile
- Click on the Certificates Sub Tab
- Click the Edit icon (for the Certificate you want to edit)
- Update the fields or documents as needed
- Click on the Save icon
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