help:admin:certs_and_credentials
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help:admin:certs_and_credentials [2009/05/07 17:19] jay |
help:admin:certs_and_credentials [2009/05/18 17:17] (current) anthony |
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| **Certifications** apply to partners (companies), and **Credentials** apply to contacts (people). In our system they're handled very similarly: | **Certifications** apply to partners (companies), and **Credentials** apply to contacts (people). In our system they're handled very similarly: | ||
| - | * standard Certification and Credential "programs" are defined by the system administrator through the //Channel Management >> Lists// menu. These are programs, levels of achievement, or degrees that could be awarded to multiple organizations or people, such as "ISO 9001" or "Third Degree Black Belt". Important: the Partner Certification orograms and Contact Credential programs are **two separate lists**. | + | * Standard Certification and Credential "Programs" are defined by the system administrator through the //Channel Management >> Lists// menu. These are programs, levels of achievement, or degrees that could be awarded to multiple organizations or people, such as "ISO 9001" or "Third Degree Black Belt". Important: the Partner Certification programs and Contact Credential programs are **two separate lists**. |
| - | * Programs can be associated with Partners and Contacts through the usual Partner and Contact edit screens. The association of a program with an individual record is like the diploma on the wall -- it might contain extra information such as when it was awarded, when it expires, etc. | + | * Programs can be associated with Partners and Contacts through the usual Partner and Contact edit screens. The association of a Credential or Certification program with an individual record is like the diploma on the wall -- it might contain extra information such as when it was awarded, when it expires, etc. |
| - | * When adding a credential or certification to a Partner or Contact, if no suitable program is on the standard list, a "custom program" can be defined on an ad-hoc per-partner or per-contact basis. This is useful for certs/credentials that are worth noting for an individual record but aren't common enough to deserve a spot on the system-wide program list. If you have a certification or credential that you think should be on the system-wide list please notify your system administrator. | + | * When adding a credential or certification to a Partner or Contact, if no suitable program is on the standard list, a **Custom Program** can be defined on an ad-hoc per-partner or per-contact basis. This is useful for certs/credentials that are worth noting for an individual record but aren't common enough to deserve a spot on the system-wide program list. If you have a certification or credential that you think should be on the system-wide list please notify your system administrator. |
help/admin/certs_and_credentials.1241716791.txt.gz ยท Last modified: 2009/05/07 17:19 by jay