Defining Certification Equivalencies

System administrators can define employee certification types so that specific employee certification types can't be added to an employee record when an equivalent certification type already exists.

Employee certification types that are considered equivalent by an organization can be grouped together. These groups can then be associated with employee certification types so that there is no overlap for specified dates.
  1. In the Employee Certification Types ancillary data screen, define as many Cert. Types as needed.
    Employee Training Types ancillary data must be defined before Employee Certification Types ancillary data can be defined.
  2. In the Ancillary Groups screen, do the following:
    1. Set the Context (F3) to Employee Certification Types and select OK.
    2. Create a Group for the certifications that are considered equivalent.
    3. Save the record and refresh the screen (F5).
    4. Select the new record.
    5. Select Active for any Employee Certification Types to be included in the new ancillary group.
    6. Save the record.
  3. In Properties, do the following:
    1. Navigate to OPS > Employee Profile > Certification Group for Single Entry.
    2. Select Dependencies (+).
    3. In the OPS/Employee Profile/EmployeeCertificationTypeAbbr field, select the Employee Certification Type that shouldn't be added to an employee record if an employee certification type in the associated group already exists.
    4. In the Value field, select an AncillaryGroup.
      If a certification type listed in this ancillary group is already defined in the Employee Profile - Certification screen for the specified dates, then the certification type defined in EmployeeCertificationTypeAbbr can't be added to the employee record.
    5. Create dependency records for any other employee certification types.
      For example, if there are three employee certification types in an ancillary group and only one of the certification types can be used at any time, create dependency records for all three employee certification types defined in the ancillary group.
      Dependent Values dialog with a highlighted Dependencies record and three defined Values.
In the Employee Profile - Certification screen, under , if a second record for an employee certification type (Cert. Type) from the associated Dependent Values is saved for an overlapping time period, a validation message indicates that the certification can't be added to the employee record.
Employee Profile screen showing the OPS Validation Message that appears for overlapping certification types.