RB User Guide > Entities > Resources > Updating resources

Entering certifications

If resources have been certified for particular skills/knowledge, add that certification to their RB listings as reference for evaluating resources. You can also include certification expiration dates and set reminders so resources don’t let their certifications lag.

Continued from Updating resources.

1. In an Edit Resource window, click in the Certifications pane.
2. In the New Certification panel, enter text in fields or make selections:

• Certification Type

  Certificate the resource has received. (Certification types are set in Lists > Resources.)

• Date Achieved

  Date the resource received the certification. (See Date Navigator.)

• Active

  Default is Yes. If resource later loses certification, click to select No.

• Expiration Date

  Date by which certification must be renewed.

• Set expiration reminder before x days

  Enter a number for how many days before the expiration date you want a note sent to the staff in Notifications and Messages to alert the resource to renew their certificate. (See Communicating within RB.)

• Remarks

  Any notes about the resource’s certification.

3. Click Save >
   • Save & Edit: To enter more certifications.
   • Save & Close: If you have no more certifications to add.

NOTE: Updating or removing certifications

To update or remove a resource’s certification, click the certification’s hyperlink in the Certifications pane. In the Edit Certification panel, update fields as needed, then click Save. Or click Delete to remove the certification from the resource’s listing.

References

• Certifications
• Lists > Resources
• Date Navigator
• Notifications and Messages

Step-by-step instructions

• Updating resources
• Communicating within RB