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Training/Certification on a Task
  • 07 Jan 2022
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Training/Certification on a Task

  • Updated on 07 Jan 2022
  • 1 Minute to read
  • Contributors
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Article summary


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 Fork Lift etc...


First use the following link learn how to set up trainings: Set up Trainings and Certifications

Next add the Training/Certification to the task, go to File-> List Management-> Tasks-> Task Option-> Select Task.

Click on the 'Required Items' tab on the task and 'Add' the training under Required Trainings and Certifications.

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, you will see a message similar to the following:


Keep track of training documentation/certificates on the training under Manage Docs

Go to the training-> click Manage Docs then Add or View the documents associated with that training.

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

Go to Reports->Training and Certification-> and select the parameters for your report.


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