Managing Certifications

Certifications can be managed by admin users after they have been created. After navigating to "Manage Certifications" under the certifications tab on the admin dashboard, all active certifications will be listed. 

The certification name, scheduled date (if applicable), due date, users that haven't submitted, users that have submitted, and any tag associated with the certification are listed along with an actions column where an admin can view or manage the corresponding certification.

Selecting "View" will show how the certification will look to users completing it. The dropdown lists several options to manage the certification. 

"Edit Content" allows an admin to edit questions or components of the certification. If users have already submitted the certification, any edits will alter the content of the submissions.

"Duplicate Certification" will make a copy of the certification. Please note that any conditional formatting or attachments will need to be added to the duplicate.

"View Submissions" will list all of the user submissions for that certification. Submissions with the red caution icon have answers that have been flagged. Submissions with the yellow caution icon have been submitted past their due date. 

"History" will show specific details of when the certification was assigned to a user.

To learn more about editing certifications and flagged answers, click here.

Choose "Assign to Users" to assign that certification to individual users. 

All users will be listed along with any assigned user groups. Click on the checkbox next to the user's name to assign the certification to that user. Click the blue "Save" button once you are done making changes to assigned users. 

Choose "Schedule Assignment" to schedule the certification to be assigned to users on a specific date in the future.

Choose "Assign to User Groups" to assign the certification to all users assigned to a specific user group. User groups will be listed. Click the checkbox next to a user group to assign to the users within that group.

Selecting "Save" will then pull up the full list of users. Users in the selected User Group will be checked off and you will have the option to assign the certification to any other users. Select "Save" again to assign the certification. 

"Send Reminder" will send a reminder email to all employees that have not yet submitted. Reminder emails will contain a link to the certification. 

"Settings" will allow an admin to edit the name or due date, add or remove a tag, and attach any relevant documents for that certification. Click "Save" once changes are made. 

To add a new tag for the certification, type in the name for the tag in the box and click add.

Back on the Manage Certifications page, you will see the added tag for the certification and can filter by different tags from there as well.

An admin can "Archive" a certification once they are completed with the certification. This does not delete a certification but moves it from the main list of certifications. To view certifications that have been archived, switch the "Show Archived" toggle on the Manage Certifications page to the right.