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Click the radio button to indicate if the customer's certification is no longer current.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