Setting up Certifications

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This article will cover how to set up Certification in CenPoint.
Certification are job specific like a safety training for a job site
or getting a security badge for the job site.

For more information on how to set up trainings in CenPoint follow the link below:

Company Trainings


Require Certification on a Job on Desktop

Open the job that requires a certification

Go to-> Additional Info tab- add the certification training

This will only be required for technicians on this job  

If you try to add a technician to the job that has not passed the certification 

you will receive a message like the one pictured below. 

CenPoint will not stop you from assigning that technician but will warn you that they haven't passed the required training.


Mark a technician as Needs to Take Training/Certification from inside the job on Desktop.

My technician "Bruce Wayne" was not originally in the list of technicians for this certification.

At this point I can choose a different technician to assign to a work order or 

add "Bruce Wayne" to that certification so he will be able to complete it. 

To add a technician to the certification from the Job, highlight the certification and click 'Modify'


The Certification window will open, at which point you can click 'Add...' to add your technician to the training.


Keep Track of Certifications on Desktop

A great resource to keep track of the material on a certifications 

is to use the Manage Doc feature inside the "Manage Training/Certification" window.


Another way to keep track of certifications is to run a report.

Go to Reports -> Training and Certification

Then select the parameters for your report.