Businesses can create certificates that are specific to the business and are not nationally recognised as industry standards. This could include but is not limited to VOCs, Inductions, in-house training, and medicals.
Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
23 STEPS
1. The first step is to open MyPass and click Certifications.
2. Click +.
3. Code: Qualification code, if there's no indicated code you may just use the certificate name initials instead.
4. Name: Certificate name as indicated on the document.
5. Description (optional): Any description you want to add or specify.
6. Click the Country drop-down. This is where you will choose the country where the Certification originated or was obtained. (e.g. Australia)
7. Issue Date: This is the date of attainment.
Click Mandatory if Issue Date is Mandatory and should be entered when verifying the attainment.
Optional if not necessary OR
Disabled if not needed.
8. Expiry Date: You may select either Optional, Mandatory, Disabled.
Click Mandatory if Expiry Date is Mandatory and should be entered when verifying the attainment.
Optional if not necessary OR
Disabled if not needed.
9. Allow Custom Validity:
Custom Validity will allow you to set validity periods. This will allow the calculation of expiry periods of certifications.
You may select
False (if you won't allow) or
True (if you allow to set at this level)
10. Reference: You may select either Optional, Mandatory, Disabled.
Click Mandatory if Reference is Mandatory and should be entered when verifying the attainment.
Optional if not necessary OR
Disabled if not needed.
11. If the document contains a date of birth please tick this.
12. When a document is set as sensitive, Users who would typically have access to that data will still be able to view the related metadata.
However, they will not be able to view/download the file/attachment unless they have Sensitive Certs permission.
13. Click Add Certification.
14. Your certificate has been added.
15. The final step is to add the certificate into the library. Click on the newly created certificate.
16. Click Add To.
17. Select the relevant library.
18. To search for your added certificates. Click Owned.
19. Drop down Owned tab and search by name.
20. You can delete the certificates you have created as long as they are being used.
Click on the ellipsis and select delete.
21. If a certificate is in use you will receive this warning.
22. If it is not in use you can proceed to delete.
23. That's it. You've created and managed your own certificates.