Setup Certification Options for Certificates

This article guides users through the process of adding and editing certifications in AviontéBOLD's Certification Tracking feature, emphasizing the creation of Issuing Authorities and Parent/Child records for efficient management. Users can add new certifications, edit existing records, and link them to specific Issuing Authorities, providing a comprehensive overview of the certification tracking setup.

Key Takeaways

• Efficiently manage certifications in AviontéBOLD by creating Issuing Authorities first, followed by adding Parent and Child records for a systematic tracking structure.
• Navigate the Certification Tracking feature through Account Settings and Table Editor, allowing seamless addition, editing, and linking of certifications to Issuing Authorities.
• Enhance certification tracking by adding existing Issuing Authorities to Child Records, enabling users to maintain a well-organized and comprehensive record of certifications.

We recommend creating the Issuing Authority first and then the Parent / Child records that link to it.  

Note: If you don't have access to the Certification Tracking, please reach out to your Account Manager.

• Adding and Editing Certificates
• Adding Issuing Authorities
• Job Requirements for Certifications

Add Parent Certification

The Parent record is listed as the Certificate Category when adding a Certification.

Add Parent Certification

1. Click on Account & Settings
2. Click on Table Editor
   
   
   
3. Search for and click on Certification Tracking on the left. 
   
   
4. Add a name to the New Item field to add a Parent.
5. Click on the Add button.
6. Enter a Certificate name.
7. Select an Issuing Authority.

   This step starts with already being in the Certificate Tracking widget.

   • Set up new Issuing Authority
8. Click the + to add.
   
   
   
   
9. Top right Success: Opportunity Types has been added successfully. will confirm addition.