Setup Certification Options for Certificates

Overview

Updated 04/28/2022

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.

• Click here for information on Adding and Editing Certificates
• Click here for information on Adding Issuing Authorities
• Click here for information on Job Requirements for Certifications

Add Parent Certification
Add Child Certification
Editing Parent or Child record
Add existing Issuing Authority to Child Record

Add Parent Certification

The Parent record is listed as the Certificate Category when adding a 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 widget
   
   
5. Enter the name for the Certification in the New Parent field
   
   
   
   
6. Click on the Add Parent button
   
   
   
   
7. Continue to add new Parent records as needed.
   1. Click here to go to the section on adding a Child Certification
8. Click on the Close button
   
   

Add Child Certification

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

1. Click on Account & Settings
2. Click on Table Editor
   
   
   
   
3. In the Search Tables field, type: CERTIFICATE
4. Click on the Certification Tracking widget
   
   
   
   
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
         
         
         
         
   4. Click on the Add Child button
      
      
      
      
   5. 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 widget.

1. Locate the Parent record (even if you are editing the Child record)
2. Click on the Edit button
   
   
   
   
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
      Click here to go to the section for adding / editing the Issuing Authority for the Parent/Child record.
      
      

Add existing Issuing Authority to Child Record

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

• Click here for information on creating a new Issuing Authority

1. Locate the Parent record (even if you are editing the Child record)
2. Click on the Edit button
   
   
   
   
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
      
      
      
      
5. Notice the list of Issuing Authorities (each option separated by a comma).
6. Click on the Save button
   
   
   
   
7. Continue to edit other Parent / Child records as needed.
8. Click on the Close button.