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.
Add Parent Certification
The Parent record is listed as the Certificate Category when adding a Certification.
Add Parent Certification
- Click on Account & Settings
- Click on Table Editor
- In the Search Tables field, type: CERTIFICATE
- Click on the Certification Tracking widget
- Enter the name for the Certification in the New Parent field
- Click on the Add Parent button
- Continue to add new Parent records as needed.
- Click on the Close button
Add Child Certification
The Child record is listed as the name of the Certificate.
Add Child Certification
- Click on Account & Settings
- Click on Table Editor
- In the Search Tables field, type: CERTIFICATE
- Click on the Certification Tracking tile
- Enter information in the following fields:
- Select Parent: Select the Parent (Certificate Category) from the list
- New Child: Enter a name for the Child (Certificate)
- Issuing Authority: Select an Issuing Authority from the list
- You can select multiple Issuing Authorities
- You can select multiple Issuing Authorities
- Click on the Add Child button
- You'll see the new Parent / Child (Certificate Category / Certificate) listed.
Editing Parent or Child record
These steps start with already being in the Certificate Tracking tile.
Editing Parent or Child record
- Locate the Parent record (even if you are editing the Child record)
- Click on the Edit button
- Update the Parent and/or Child record.
- Click on the Save button.
- You can also add and/or edit the Issuing Authority but this is the section below
Section for adding / editing the Issuing Authority for the Parent/Child record.
- You can also add and/or edit the Issuing Authority but this is the section below
Add existing Issuing Authority to Child Record
These steps start with already being in the Certificate Tracking widget.
Add Existing Issuing Authority to Child Record
- Locate the Parent record (even if you are editing the Child record)
- Click on the Edit button
- Click on the Issuing Authority field
- Select an Issuing Authority or de-select to remove the option for the Parent/Child record.
- You can select multiple Issuing Authorities
- You can select multiple Issuing Authorities
- Notice the list of Issuing Authorities (each option separated by a comma).
- Click on the Save button
- Continue to edit other Parent / Child records as needed.
- Click on the Close button.
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