Enhancements

Training Certifications – Manage Certifications Page

• What - An enhanced Manage Certifications page has been introduced to provide a centralized interface for overseeing certification assignment, renewal, and status tracking across all personnel. This enhancement replaces the previous certification management workflow and adds tab-based status filtering, improved workflow controls, prerequisite validation, and an expandable personnel list view to simplify and standardize certification management.

• Why - Centralizing certification workflows improves visibility into certification status, upcoming expirations, and in-progress requirements while reducing administrative complexity. This approach helps ensure certifications are assigned and renewed accurately, supports compliance efforts, and enables personnel to maintain operational readiness without unnecessary manual tracking.

1. How -
1. Assigning Active Certifications

1. Navigate to Training → Certifications → Manage Certifications.

1. Select + Assign Certification.

1. In the modal, leave Create Initial Certification unchecked.

1. Search for and select the certification, then click Next.

1. Enter the Issue Date and Expiration Date. (If cert has no expiration date, select the checkbox)

1. Select the personnel to receive the certification and click Save.

1. Note: If the certification includes renewal requirements, recertification timelines are automatically calculated.
   
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2. Assigning Initial Certifications

1. From Training → Certifications → Manage Certifications, select + Assign Certification.

1. In the modal, check Create Initial Certification.

1. Select the certification and click Next.

1. Enter the Start Date and End Date for certification completion.

1. Select personnel and click Save.

1. Note: Initial certifications remain In Progress until all requirements are completed
   
   

1. Renewing Certifications

1. Select + Renew Certification from the Manage Certifications page.

1. Choose from certifications marked as Do Not Automatically Renew.

1. Search for and select the certification to renew.

1. Select the applicable personnel and click Save.

1. Note: Prerequisite certifications are automatically validated before renewal is created.
   

• Use Case - A training administrator reviews the Expiring Soon and In Progress tabs to identify upcoming renewals and personnel working toward new certifications. They issue active certifications for completed training, assign initial certifications to new members, and renew manual certifications as needed, all from one centralized page that provides clear visibility into certification status across the organization.
  

Training Certifications Without Expiration Displaying Incorrect Status

1. What - An issue has been resolved where certifications configured without an expiration date were incorrectly displaying as Expired on the Training Dashboard. Certifications that do not require expiration now correctly display an Active status, aligning the dashboard view with the intended certification configuration.

1. Why - Certifications without expiration dates are often used to represent qualifications that remain valid indefinitely. Displaying these as expired caused confusion and unnecessary concern, making it difficult to accurately assess personnel readiness and certification compliance at a glance.

1. How -

1. Navigate to Training → Dashboard.

1. Review certifications listed without an expiration date.

1. These certifications will now automatically display with an Active status.

1. Note: No configuration changes or user actions are required for this fix to take effect.