How do I update a document training to require certification?

Certification for a training requirement (i.e. document, general training item) is determined within the training profile. The instructions for updating a training requirement to require certification are located at the bottom of this page. However, before making this update please take note of the following items.

• When a training requirement in a training profile is updated to require certification, the system will automatically create incomplete certifications for any users in that profile. Additionally, a Training Module Coordinator, Department Manager, or Trainer will need to perform the certification (Record Certification Progress) and sign off the certification as complete (Mark Certification Complete).  

• Certification is not revision specific. The need for certification is pre-defined on each training requirement within a training profile. It is not possible to make certification required for one revision of a document and not others (within a training profile) (i.e. the DCR coordinator cannot choose whether certification is required on a document revision when releasing a DCR). 

• For a given document in a training profile, everyone in the profile has the same certification requirement (i.e. everyone in a profile requires certification or no one in the a profile requires certification).

• Certification requirements for the same document can be different from one training profile to another. For example, a manufacturing procedure could have required certification for an “Operations” profile and no certification required for an “Engineering” profile. 

• If you are adding multiple documents to a training profile at once, the same certification setting applies to all of them. If a training profile has some documents that require certification and some that don’t, then the documents must be added to that training profile in separate groups.

Steps to update a training requirement to require certification: 

Step	Instruction	Reference Image

Step	Instruction	Reference Image
1	Select Define Training Profiles from the menu	Open
2	Select Edit for the training profile that includes the applicable training requirement.	Open
3	Select Edit for the applicable training requirement/document you want to update. Note: if you click the Item ID hyperlink for the requirement, the bottom of that page will show you all the profiles that include that training requirement.
4	Update the Certification Required? dropdown to Yes and set the Required-by Date. Then select Save.
5	Select Save to complete the changes to the profile. As you can see in the example, certification will now be required for GAS MC.01 Introduction to Multiple Coordinators.