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Knowledge Base

Add a Certification Record

  1. Click the ‘Add’ button on the bottom of the browse screen to bring up the ‘Certification/Professional Designation’ record window.
  2. Fill in the relevant information.
  3. To implement color-coding on the browse screen, click the appropriate calendars to populate the ‘Date Issued’ and ‘Renewal Date’ fields as required.
  4. Click ‘Save’ when complete.

Edit a Certification Record

  1. Click the ‘Edit’ button on the bottom of the browse screen to bring up the ‘Certification/Professional Designation’ record window.
  2. Make the relevant information.
  3. To implement color-coding on the browse screen, click the appropriate calendars to populate the ‘Date Issued’ and ‘Renewal Date’ fields as required.
  4. Click ‘Save’ when complete.

Print a Wallet-sized Certificate

  1. Click ‘Wallet sized Card’ on the ‘Certifications/Profession Designation’ window.
  2. The ‘Wallet sized Certificate’ print options window will appear.
  3. Click to select the appropriate training courses to print for. To print multiple courses on one certificate, press CTRL while clicking to select the courses.
  4. Click the ‘Printer’ icon at the bottom of the data window.
  5. A print preview window will appear. Double-check the information.
  6. Right-click on the report to view the print options menu and click ‘Print’.
  7. To print individual certificates for each training course, follow the steps above as many times as required.

Print an Individual Certification Record

  1. Open the appropriate record.
  2. Click the ‘Printer’ icon at the bottom of the ‘Certification/Professional Designation’ record window.
  3. A print preview will appear. Double-check the information.
  4. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.

Print a Company Certifications Report

  1. Select a filter, if applicable.
  2. Click the ‘Printer’ icon at the top of the browse screen.
  3. A print preview window will appear. Double-check the information.
  4. Click the ‘Print’ icon on the ‘Print Options’ toolbar. If the ‘Print Options’ toolbar is not visible on the print preview screen, right-click on the report to view the print options menu.
in SimplySafety! V6

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