Create a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To CREATE a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).
2. Enter the new Certificate information. Fields with an asterisk  are mandatory fields.
3. Enter the Code, click on the Active, Number Required, and Effective Date Required checkmarks, and select the Language, as required.

• Code: Unique identification code of the Certificate.
• Active: Active Status - if checked, Certificate is available.
• Number Required: Number Required Status - if checked, Number Required is available
• Effective Date Required: Effective Date Required Status - if checked, Effective Date Required is available
• Language: Language used

4.    To enter the Vendor information, if required, click on the Lookup icon ,  click on Find icon  to retrieve the Vendor list, then select the Vendor.

• Vendor: The Organization that provides the Certificate.

5.    Enter Name.   

• Name: Name of the Certificate.

6.    Enter Description.

• Description: Short description of the Certificate.

7.   Click on the Save icon  at the bottom of the Certificate to save your new Certificate information. A window will appear to confirm.

Delete a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To DELETE a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Find the Certificate you want to Delete

• Enter the information to be used as retrieval criteria in the appropriate field(s).  If you prefer to see all Certificates, leave all fields blank.
• Click Find
• Select the Certificate you want to Delete

2. Click on the Delete icon
3. A window will appear asking you to confirm

      4.     Click OK to confirm and delete the Certificate.

      5.     A window will be displayed confirming the Certificate has been deleted

To Verify that the Certificate has been Deleted:

1. Click on the Search icon
2. Enter the Certificate information
3. Click on the Find icon
4. The window will appear

Modify a Certificate

Certificate contains a Certificate catalogue, which could be used among other screens on the system. To MODIFY a Certificate, follow the steps below:

Navigation

By default, you will be in Search Mode.

1. Enter the information to be used as retrieval criteria in the appropriate field(s). 
   If you prefer to see the list of all Certificates, leave all fields blank.
2. Click on the Find icon . The list of Certificates meeting the retrieval criteria will appear.
3. Click on the Certificate you want to modify.
   You will then be in Update/Delete Mode.
4. Make the necessary modification(s). 
5. Click on the Update icon  at the bottom of the screen to save your modifications. A window will appear to confirm the modification. Click OK to confirm.