Certification of Charge Elements and Persons

This feature requires a person to have certification in order to work on a particular job.

When a person posts a labor, the system will check to see if that charge element requires certification. If the charge element does not require certification, the certification check ends and the labor can post. However, if the charge element does require certification, the system will then check to see if the person posting the event has the same certification as the charge element. Both certifications must match for the labor to post.

For example, Work_Order_101 has a certification called “WO_Cert.” Work_Order_102 has no certification. Project_100 has a certification called “PROJ_Cert.” A person is only certified for WO_Cert.

When this person posts a labor, the system checks to see if the charge element requires certification. If it does, the system checks to see if the charge element’s certification matches the person’s certification. If the certifications match, the labor will post successfully.

In the above example, the person will be able to post labor for Work_Order_101 because it requires certification and its certification matches the person’s certification. The person can also post labor for Work_Order_102 because it does not require certification. However, the person cannot post labor for Project_100 because it requires a certification that the person does not have.

To use this feature, you must configure the following settings:

Certify the Charge Elements

Certify the Persons

Add the Certification Check to the Event Prompt

Certify the Charge Elements

You can add a certification to a charge element when you import the charge element, or using the Charge Element form.

Include Certification in a Charge Element Import

If you import your charge elements, you can include a certification setting. To do so, include the Source Field called Certification (FI_Certification).

1. Click Main Menu > Configuration > Interfaces > Import Definition.

2. Select the Import Name for your charge element import or create a new charge element import using the quick link next to the Import Name field.

3. On the Destination Records tab of the Import Definition form, make sure a record is included with the Context Name of Charge Element.

4. On the Source Fields tab, click Add and select the Record Name of CHARGE_ELEMENT (Charge Element).

5. Select the Certification - FI_Certification field name and click Save.

Adding Certification on the Charge Element Form

You can use the Charge Element form to add certification to a charge element.

On the Charge Element form (Main Menu > Administration > Charge Element > Charge Element), select the charge element and click Modify. Enter the certification setting in the Certification field and click Save.

Certify the Persons

Use the Assignment tab of the Employee form to certify a person.

1. Click Main Menu > Employee Management > Employee (or Main Menu > Manage > Employee).

2. Select the person and click the Assignment tab.

3. On the Assignment tab, click Add and select CERTIFIED under Assignment Type.

4. In the Assignment Value field, enter the certification value. Make sure you enter the same value that you defined for the charge element earlier (see above).

5. The Start Date and End Date must be unique for this assignment. A person can only have one certification assignment on any given date.

   If you enter a Start Date and End Date that overlap an existing certification assignment, the dates of the existing records will be changed accordingly. For example, a person is assigned to Certification_A from 1/1/2014 – 12/31/9999. An assignment is added for Certification_B from 3/1/2014 – 3/30/2014. The person will now have three certification assignments: Certification_A from 1/1/2014 – 2/28/2014, Certification_B from 3/1/2014 – 3/30/2014, and Certification_A from 3/31/2014 – 12/31/9999.

6. Click Save.

Add the Certification Check to the Event Prompt

You will need to add the certification check using an event prompt validation. This validation will check for a certification value in a charge element and verify that the person posting the event has the same certification.

You can add this certification check to any event prompt with an associated Charge Type and Element Name (for example, Project, Task, Order, Operation, etc.).

1. Click Main Menu > Configuration > Event > Events.

2. Select the event and click the Prompt tab.

3. Select the event prompt that corresponds to the charge element that requires certification.

   For example, if a particular work order requires certification, select the F_ORDER_NUM prompt.

4. Make sure the event prompt has a Charge Type and Element Name.

   If necessary, click Modify and select these values. Then, click Save.

   

5. Click the Validation tab on the Events form and click Add. Enter the following values:

   Validation Type: Select Prompt Validation.

   Prompt Name: Select the event prompt for the charge element that should be checked for certification. When a user enters a value for this event prompt, the system will check to see if that charge element requires certification. If the charge element does require certification, the system will then check to see if the person posting the event has the same certification as the charge element. For example, if Prompt Name is set to F_ORDER, when a user enters 3000 in the Order Num prompt, the system will check to see if Order 3000 requires certification. If Order 3000 does not require certification, the certification check ends. If Order 3000 requires certification, the system will check to see if the person posting the event has the same certification as Order 3000.

   Validation Stage: Select Prompt Validation.

   Std Validation ID: Select Charge Element Certification Check.

6. Click Save.

   You will return to the Validation tab.

7. Use the Move Up and Move Down arrows to position the Certification Check under the charge element validation for the same Prompt Name.