The Cert system is designed to track certifications and their associated documentation on a per-person basis.

People may add their own certs at any time, attach scanned images of any related documents, and sign them so they proceed along a workflow predefined by the site administrator.

New Cert

To create a new cert record or to edit an existing cert a person should click on certs in the SAR Administration Tools in the column headed by their name. This will give them a list o the certs that they already have and a New Cert button at the bottom. Click this button to create a new cert or click ´Edit´ next to an existing record to make changes. Only certs that are still in an "Open" status may be edited.

If you are creating a new cert - you will first need to click on which ´type´ of cert this will be. Cert types have been pre-defined by the site administrators - and are the only kinds of cert that may be tracked by the system.

Add/Edit a Cert

Regardless of if your are editing or creating a new cert, enter as much information as possible. Some certs require a number, others do not. You should also, if at all possible, attach a scanned copy of the actual certification document. If you don´t have a scanner you can usually get a good rendition using a digital camera in a well lit room - hold the camera a bit further away and zoom in on the document - use a tripod if at all possible.

Once ALL the required information has been entered on the form - check off the ´Mark Complete" box at the bottom. This tells the system that you are finished editing the cert and will mark it "Pending" - you will not be able to make any more edits after that point. If you´re not finished and need to edit it again later - don´t check the box.

Either way click "Update" to save what you have done.

Authorizing the Cert

As with almost all forms in the SAR Management System you must "Authorize" a cert in order for it to proceed along with its workflow and be completed.

After the cert record has been updated with the "Mark Complete" box checked it can be authorized by clicking the "Authorize" button displayed near the bottom of the cert. Clicking the "Authorize" button will bring up the Authorization form. You will need to sign the cert and can enter any notes (generally you will not need to change anything on this form) just click the "Add Authorization" button to save your signature and the cert will proceed to the next step along its workflow.

Completion

After the cert has progressed through all the required signatures it will be closed automatically. If it is a cert type that has an expiration - you will be notified prior to the expiration unless a new cert of the same type is added before it expires.