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.

 

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
    Account Settings - Table Editor.gif

  3. In the Search Tables field, type: CERTIFICATE
    mceclip1.png

  4. Click on the Certification Tracking widget
    mceclip2.png

  5. Enter the name for the Certification in the New Parent field
    mceclip3.png

  6. Click on the Add Parent button
    mceclip4.png

  7. Continue to add new Parent records as needed.
    1. Section on adding a Child Certification
  8. Click on the Close button
    mceclip15.png

 

Add Child Certification

The Child record is listed as the name of the Certificate.

Add Child Certification

  1. Click on Account & Settings
  2. Click on Table Editor
  3. In the Search Tables field, type: CERTIFICATE
  4. Click on the Certification Tracking tile
    Account Settings - Table Editor - Certificate Tracking.gif

  5. Enter information in the following fields:
    1. Select Parent: Select the Parent (Certificate Category) from the list
    2. New Child: Enter a name for the Child (Certificate)
    3. Issuing Authority: Select an Issuing Authority from the list
      1. You can select multiple Issuing Authorities
        mceclip5.png

    4. Click on the Add Child button
      mceclip6.png

    5. You'll see the new Parent / Child (Certificate Category / Certificate) listed.
      mceclip7.png

 

Editing Parent or Child record

These steps start with already being in the Certificate Tracking tile.

Editing Parent or Child record

  1. Locate the Parent record (even if you are editing the Child record)
  2. Click on the Edit button
    mceclip8.png

  3. Update the Parent and/or Child record.
  4. Click on the Save button.
    1. 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.
      mceclip9.png

 

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

  1. Locate the Parent record (even if you are editing the Child record)
  2. Click on the Edit button
    mceclip8.png

  3. Click on the Issuing Authority field
  4. Select an Issuing Authority or de-select to remove the option for the Parent/Child record.
    1. You can select multiple Issuing Authorities
      mceclip12.png

  5. Notice the list of Issuing Authorities (each option separated by a comma).
  6. Click on the Save button
    mceclip13.png

  7. Continue to edit other Parent / Child records as needed.
  8. Click on the Close button.
    mceclip14.png

 

 

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