Credentials

Credentials are records of qualifications, training, and formal credentials that may be required to fulfill certain positions or tasks. For some configurations, employees can enter credentials directly from the portal. In addition to tracking credentials, an organization might establish goals for training, etc. to be met over some period.

Viewing Credentials

In the main menu, navigate to My Setup > Credentials > List. This loads the full list of your credentials (past, present, pending, etc.).

Adding Credentials

To add a credential, click the Add button above the list.

In the pop-up:

1. Select a pre-defined credential type
2. (Optional) Enter the effective dates (for expiring credentials)
3. (Optional) Enter a due date (if pending completion)
4. Enter a completed date (Optional)
5. Enter a note
6. Click Save

Viewing Goals

To view your progress against an organization's goals, click Goals in the main menu (under Credentials).

This view lists goal programs on the left.

Click a program to load the progress report.