Editing or Deleting a Certification

Editing or Deleting a Certification

Purpose


To demonstrate how to edit or delete a Certification in a Personnel File.


Related Articles


Assigning Certifications


Video





Instructions


Alert
You will need to access the Personnel Module and not the Training Module for this task. 

1. Navigate to the Personnel module and select Personnel List from the menu.








2. Type the name of the person you are searching for and click the magnifying glass icon to search.


Type the name of the person you are searching for and click the magnifying glass icon to search.




3. Once you see the correct name on the list, select the pencil icon to the right to edit their file.


Once you see the correct name on the list, select the pencil icon to the right to edit their file.




4. Once inside their file, click on Certifications on the menu on the left.


Once inside their file, click on Certifications on the menu on the left.




5. You have 3 options for each Certification in their file. The eye icon lets you view it, the pencil icon lets you edit it, and the trash can icon lets you delete the Certification entirely.


You have 3 options for each Certification in their file. The eye icon lets you view it, the pencil icon lets you edit it, and the trash can icon lets you delete the Certification entirely.




6. Click on the pencil icon to edit this Certification.


Click on the pencil icon to edit this Certification.




7. The details form of the Certification will open up and you can adjust any of the fields as needed.


The details form of the Certification will open up and you can adjust any of the fields as needed.




8. Click on save when finished or cancel to exit without saving the changes.


Click on save when finished or cancel to exit without saving the changes.


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