Certificate Groups are essentially certificate groupings that can be reused between skills matrices. Use them to bundle certificates for different needs. You can require ALL certificates in the group to be completed, or you can create a bundle where ANY of the certificates in the group can be completed to fulfil the requirement.
Prerequisite: You need an internal library. If you don’t have one yet, go to Libraries for instructions.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **30 STEPS
1. Log in to MyPass and click Settings.
2. Click Certificate Groups.
3. Click the + icon.
4. Select the Library where the groups will be held.
Learn more about Libraries.
5. Click on it from the selections.
6. Click Next to proceed.
7. Click the Name field and enter the name of the certificate or requirement group.
8. You can set,
All of the certifications must be Valid: The requirement will be marked as compliant when all the certificates are marked valid.
Any of the certifications can be valid: The requirement will be marked as compliant if one is valid.
9. Click Add a certification to add the certifications that will form part of this group.
10. Click the Certification field and enter the name of the certificate.
11. Click Next.
12. Optionally, click the Validity Period field and enter the number of months or days the certificate will remain valid.
13. Click Next.
14. To add another certificate, click Add a certification.
15. When you have multiple certificates, they can have different validity periods.
16. Once you're done adding all the relevant certificates, click Save.
17. Your certificate group has been created.
You can edit or delete by clicking on the ellipsis.
18. Click Edit.
19. You can edit by removing certificates, adding certificates or updating validity periods.
20. Click Save.
21. To add the certificate as a requirement to a skills matrix, click Skills Matrices.
22. Choose a matrix and click Add Requirement.
23. Click the Certification field and enter the name of the certificate group that previously you created.
24. Click Custom Requirement or Next.
25. Click the Name field and enter the name of the certificate group.
26. Click the Type field and select the condition you want to apply.
All of the certifications must be valid: Personnel must provide all the listed certificates.
Any of the certifications can be valid: Personnel can provide any of the certificates.
27. Create a certificate group that is made up of another certificate group plus standalone certifications. Click Add a certification.
28. Add the combination of requirements you want, and click Save.
29. From the matrix, you can see the requirements within a certificate by hovering over it.
30. You've just created certificate groups for your matrix.
Learn more on how to create a skills matrix.