Before you begin
Permissions: Administrators and users with:
- The Edit users and Edit direct reports system role permissions
- The User Certification, Table, and Tables user group page permissions
Add a certification to users to track certifications and set up notifications for when the certificate expires.
To add a certification to a user:
Add certifications to the CMMS
Some certifications are added to the CMMS by default.
Add another certification or check certifications:
- Navigate to Settings > CMMS Settings.
- Click the Lookup Tables tab.
- View default certificates or add new certificate by clicking the Add button:
- Add a name and description, if desired, and click OK:
Assign the certification to the user
- Navigate to Settings > Users.
- Click the user to add a certification to.
- Click the More dropdown menu and select Certifications:
- Click the Add (
) button.
- Select the correct certification from the Certification dropdown menu:
- Enter additional details, including a name and description for the certification:
- Add the date range that the certificate is valid for and click OK: