Editing Individual Certificants Profile

The Edit button allows you to edit the certification information and specify that this certificant has met all requirements. Using the Edit button in combination with the Evaluate Requirements button, you are able to quickly evaluate and manage all Certification Program requirements for a Certificant. Once the certificant has completed all the requirements, you can change the certificant's status.

Use this Icon To Perform this Action
edit icon to open an edit page for that field.
add icon to add a new record for that field.
look up icon to see a list of individuals, customers, or other appropriate person records select the record you want to return to the wizard. The fields are populated with the person's information.

Using the Edit Button

  1. Go to Modules>Certification > Certificant > Find, Query, or Add Certificant > Individual Certificants Profile.
  2. Click the Edit Button. The edit certificant page opens.
  3. Edit the fields in the Certificant Information section.
  4. Edit the fields in the Certification Process Summary section.
  5. Click the Save button to save your change and return to the Individual Certificants Profile. Click the Cancel button to return to the Individual Certificants Profile without saving your changes.

Clicking the all requirements met check box causes the Award Certificate button to appear on the Individual Certificants Profile.

Enter numbers, letters, or a mixture of numbers and letters in the certificate number field and Save to see the certificate number in the Award Certificate page.