Adding a Training or Certification on the task level will help you schedule qualified technicians for that task on a Work Order.
Whenever the task with a Training or Certification is on a job, (this applies to every job this task is used on) and a technician is scheduled for a Work Order on that job, you will be notified if that technician has not passed the Training of Certification.
An example of this would be if you have a task that uses equipment that would require a certification like a Forklift etc...
For more information on how to set up trainings follow this link: Set up Trainings and Certifications
Add a Training/Certification to a Task on Desktop
Next add the Training/Certification to the task, go to File -> List Management -> Quotes, Jobs, & Invoices -> Task Options-> Tasks
Highlight the desired task and click 'Modify'
Click on the 'Required Items' tab on the task and 'Add' the training under Required Trainings and Certifications.
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You can modify the Training/Certification from this screen by clicking modify. An example of
when you would modify is to add a technician to the training that was not already included or see the list
of technicians who have passed the training.
When trying to schedule a technician that has not passed the training for the task, CenPoint will not stop you, but you will see a message similar to the following:
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Documents on a Training/Certification
Keep track of training documentation/certificates on the training under the 'Manage Docs' button on the Training/Certification.
Go to the training-> click Manage Docs
then click 'Add' or 'View' to manage the documents associated with that training.
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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.
