In the Main Menu, click Tools, Certifications.
Certifications are useful for tracking the progress of employee training.
Setup: Set up certifications. See Certification Setup.
Show Only Incomplete: Check to only view certifications still needed by the selected employee.
Sort by Date Complete: Check to sort certifications by date completed.
Employee Search: Search for an employee by first name to narrow the Employee List.
Report To: Filter employees by who they report to (e.g. lead, supervisor, etc).
Employee: Lists all Employees in the practice. Highlight an employee to view certification progress.
Categories: Select one or more categories to narrow certifications by.
Print: Print the certifications list. Must be printed in landscape to view all columns.
To add the date completed to a certification, do the following:
To delete a certification for an employee, double-click the certification from the grid, then click Delete.