A certificate definition is the basis (template) for all certificates. Before certificates can be issued to users, a certificate definition must first be created. In this article we explain how to create a certificate definition in PlusPort.
Step 1: Go to Planning > Certificates > Definitions.
Step 2: Click on the 'Add definition' button.
Step 3: Fill in the following fields:
- Name: Enter the name of the certificate definition.
- Code: Enter a unique code for the certificate definition.
- Category: Select the category under which the certificate definition falls.
Step 4: Configure the remaining fields:
- Active: Determines whether the definition is active.
- Validity in months: The validity period of the certificate in months.
- Warning period in months: The period in months before the expiry date at which a warning is given.
- Individual expiry date possible: Determines whether individual expiry dates can be set per certificate.
- Number prefix: A prefix for the certificate numbers.
- Remarks: Any remarks regarding the certificate definition.
Step 5: Click Save.
After saving, the following tabs become available:
- Details - View and edit the certificate definition details
- Translations - Add translations for the certificate definition name and description
- Templates - Link certificate templates to the definition
- Knowledge and skills - Link knowledge and skills items to the certificate definition
- Required certificates - Define which certificates are required for this certificate
- Documents - Add documents to the certificate definition
Note:
Make sure the code is unique. This code is used for imports and integrations.
Linking a template
To link a template to the certificate definition:
- Go to the Templates tab
- Click Add template
- Select the desired template
- Click Save
Linking knowledge and skills
To link knowledge and skills items:
- Go to the Knowledge and skills tab
- Double-click on an item to add it
- Set the level that is achieved with this certificate
- Click Save