Certifications are a component of the Requirements that your church has decided are necessary for service in a particular Group Role. Similar to a Background Check, they expire a number of months after completion. How many months? Totally up to you! The most frequent use for Certifications will be training courses. Spoiler Alert: Be on the lookout for some exciting integrations that will leverage Certifications!

Configuring a Certification Type

1. Lookup Values > Certification Types
2. Action Menu > + New Certification Type
3. Add required Certification Type name
4. Add required Months Till Expires
5. Add Expiring Soon Days
6. For bonus points, add a description and attach an image
7. Save

Awarding a Certification

Did your volunteer complete their Certification? Yay! Queue the confetti and award them that certification.

1. Person Lookup > Certifications
2. Action Menu > + New Certification
3. Add the Participant who completed the certification.
4. Add the Certification Type they completed.
5. Add the date the certification was submitted.
6. Add the date the Participant completed their certification. This might be the same date that the certification was submitted.
7. Give the Participant a pass/fail grade. Options are "Yes," "No," and "N/A." High school flashbacks, anyone?!?
8. The Certification Expires field will be automatically populated based on the Months Till Expires field set in the Certification Type record when you save the Certification.
9. The Certification GUID will be automatically generated when the Certification is saved.
10. Optionally, add any notes to help keep track of all the things.