Adding or editing certificates in the Avionté system involves setting up certification options, creating custom job requirements for a company, and selecting certificate categories and authorities to meet specific needs.
- Configure custom job requirements for companies by creating and editing certificate options in the Avionté system.
- Utilize the Certificate Category dropdown to select parent and child records, defining specific certification criteria for filled job requirements.
- Enhance flexibility by starting with existing requirement groups and adding multiple certificates as needed, streamlining the management of certification data.
Create Custom Job requirement for Company
- Go to the Company record
- Click on the Requirements Tab
- Click on the Create New Requirement Group button
- Add a Name to the Name this Filled Job Requirement Group field
- You can also start with an existing Requirement Group
- Select an option from the Select an existing Requirement Group to start with dropdown.
- Click on the Certificate Category dropdown, in the Custom Requirements section.
- Select a Certificate Category (Parent record)
- Select a Certificate
- Click on the Plus icon
- Notice the Certificate Category and Certificate (Parent and Child) record is listed.
- Add more requirements as needed
- Click on the Save icon
- Notice the new Custom Filled Job Requirement Group