Using the Web Interface for Cert. Types and Training Rules

The web page Certification Types and Training Rules will be the training administrator's "home page" for viewing and defining Certification Types and the rules and requirements related to them.

A Certification Type is the central organizing object for training requirements. It groups together course or other requirements. It also groups together one or more self-reported job functions, actual job titles, or other "triggers" for a set of training requirements.

One Certification Type may take precedence over another. For example, Certification Type 10: "Use of chemicals in Dept. of Chem. lab" takes precedence over Certification Type 11: "Use of chemicals in a laboratory." This has the following implications:

On the Certification Types and Training Rules web page, you will see some header information, and then one section for each Certification Type, which includes

We will describe each portion of the display and how to use it.

Navigation bar

Just below the title at the top of the page, there is a gray bar with links for "Main Menu", "Certs and rules", "Courses", "Functions", and "Function groups". Click on these links to go to one of the other web pages. Note that "Certs and rules" is grayed out, meaning that the link is disabled since you are already on that web page.

You will see a similar navigation bar on other web pages throughout the system, so that you can easily go back and forth between the main areas.

Button to Add a New Certification Type

Just below the navigation bar, you will see the "Add a New Certification Type" button. If you click this button, you will be transfered to a web page with fields to fill out for a new Certification Type. Fill in the fields, and click the "Commit New Certification Type" button to actually add a new Certification Type.

Definitions of fields for a new Certification Type

Field nameDescription
ID This is the Certification Type ID number. If you leave it blank, the system will choose a number for you.
Short Name This is a short name for the Certification Type, up to 15 characters. The short name will be used on reports where a short name is appropriate for saving space.
Name This is the full name for the Certification Type, up to 50 characters.
Start date Normally, you will leave this blank and let the system fill it in. This is the date on which the Certification Type will go into effect.
End date Normally, you will leave this blank. If it is not blank, it is the date after which the Certification Type will no longer be in effect.
Lower Priority Certification Types If you want this Certification Type to take precedence over one or more others, then select the lower-priority Certification Types from the drop down menues.

Section: Certification type definition and precedence rules

Below each wide green bar, you will see the definition for another Certification Type. You will see a table with basic information, an "Edit Certification Type" button, and a list of precedence rules that apply to this Certification Type, if any. You may also see a "Delete Certificationn Type" button.

To change basic information or precedence rules, click the "Edit Certification Type" button. (For a description of fields, see the section Button to Add a New Certification Type.)

If the Certification Type you are viewing is a lower-priority Cert. Type (i.e., if another Certification Type takes precedence over it), and if you want to change this precedence rule, then you must locate the higher-priority Cert. Type on the web page and click on its "Edit Certification Type" button.

To delete a Certification Type, click its "Delete Certification Type" button. If you do not see a "Delete Certification Type" button, then the Certification Type is referenced by rules, other Certification Types, or other objects within the database. Try deleting all the rules and requirements associated with the Certification Type. If this still does not cause the Delete button to appear, then there is another reference to the Cert. Type within individual trainees' records in the database. You can mark the Certification Type as inactive by setting its End Date to a date on or before today's date.

Section: Who needs to obtain this certification type?

The Who needs to obtain this certification type? section under each Certification Type lists the "triggers" that signal a need for a trainee to complete the given Certification Type. A "trigger" may be a self-reported job functions, an actual job title, etc.. The list of possible trigger types may grow as the system evolves. If at least one of the triggers applies to a trainee, then that trainee is required to obtain the Certification Type.

Each trigger has

Use the "Add a Trigger for this Cert." button to add an additional trigger. Use the "Edit" button to make date or DLC changes related to a given trigger for a given Certification Type. Use the "Delete" button to delete a trigger for a given Certification Type.

The following notes apply to adding or editing a trigger:

Section: How do you complete the requirements for this certification type?

The How do you complete the requirements for this certification type? section under each Certification Type lists the course or other requirements for completing the Certification Type.

In the simple case, there are one or more Course Equivalent codes listed, and the trainee must complete a course option for all of the listed Course Equivalent Codes. For each Course Equivalent Code, there are three optional dates. These dates can be used to phase in or phase out course equivalents. Note that all course equivalents listed together must be completed; you might need to use the complex case described below if you want to use the dates for phasing in or out courses. The date fields mean the following:

Start Date The first date on which this course equivalent will be required to complete the Cert. Type
This date is used if you want to phase out a course equivalent, but you want people who took it prior to the "grandfather clause date" to be given credit for it. People who took it after this date will not be given credit toward the Cert. Type.
End Date This is the date after which no one can use this course equivalent as credit toward fulfilling the Cert. Type.

In the complex case, there is more than one "set" of course equivalents, with the word or between sets. For example, to fulfill Certification Type X, you might need to complete course equivalent codes {101 and 102 and 103} or {104 and 112}.


Let's consider another example. Suppose you want the rule to be that a person must complete both course equivalents {101 and 102}, plus either complete course equivalent 103 or 104. In this system, you would have to enter the data as follows:


As of June 2, 2003, the interface for editing course requirements for a Certification Type is fully functional, but there are plans to simplify it somewhat to reduce the number of buttons you need to click.

For now, to add course requirements to a Certification Type, do the following: