You can add Credentials to assign to your Staff, these can be education degrees, certifications, licenses, etc., both lifetime or with expiration dates.
Jump to Section: [Add a New Credential] [Edit a Credential] [Delete a Credential]
Add a New Credential
- Navigate to the Settings tab and click on the Credentials button.
- Inside the Credentials window, click on the Add button to create a new Credential. A “New Credential” line will appear at the bottom of the current list.
- Select the Credential Type from the dropdown.
Enter the Name, Abbrv., and a Description.
- In addition, check the Lifetime box if the credential does not need to be renewed.
- On the bottom of the screen, you can select which credentials are covered by (under) the selected credential, and which credentials cover (are over) the selected credential.
For example, A Bachelor degree covers a High School Diploma and an Associate Degree, and is covered by a Master Degree and Ph.D
This way, if a funding source requires a Bachelor degree and your staff has a Master Degree, you can just add the Master Degree credential to the record and the requirement will be covered.
Edit a Credential
- Select the Credential line you wish to edit.
- Double-click on the specific section of the Credential to Edit that section.
Delete a Credential
- Select the Credential line you wish to delete and click on the Delete icon.
NOTE: Before you remove it, make sure that it is not attached to any staff record or marked as Required on your funding source records.
- Once you are done entering all of your data, save and close the file by clicking on the OK button. If you do not wish to save the changes you have made, simply click the Cancel button.