Add/Edit Previous Training and Certificates

Follow this procedure to add/edit a customer's previous training and certificates.

 

 

Step

Action

1

Click the 'Add/Edit' button under the Education Detail section to begin.

2

Enter a description of the training or certification that was completed.

3

Enter the date that the training or certification was completed.

4

Select the funding source for the training or certification from the drop down list.

5

Click the radio button to indicate if the customer's certification is current.

6

Click 'Save' to update the customer's history of training and certifications.

 

Should the certification expire, simply complete the following steps

 

Step

Action

1

Click the hyperlink for the appropriate description.

2

Click  the radio button to indicate if the customer's certification is no longer current.

3

Click 'Save' to update the customer's history of training and certifications.

 

 

Note:

 

All completed training and certifications are listed in the Completed Training/Certifications table with the corresponding date of completion and certificate status.