Product Certifications

Product Certifications are Certifications associated to specific Parts. A Product Certification will be required if a Work Order associated to that Part has required Certifications turned on.

Steps:

  1. To navigate to Product Certifications-Settings, on the left pane menu, click Settings and then under Dispatch Settings, click Product Certifications.

  2. To export the listing grid display results, click Export to Excel button and then save the Excel file to desired location.

  3. To filter the search results, in the search bar, type the keyword and then click Search button.

  4. To clear the filter results/search results, beside Search field, click Clear button.

  5. To create a new filter:

    1. In the Search bar, type the keyword to display search results in the listing grid.

    2. Click Filter button and then in the dropdown menu, Click New Filter button.

    3. In the text field, enter the filter name and then click Save Filter.

  6. To delete existing filter:

    1. Click Filter button and then from the dropdown menu, select the filter that you want to delete.

    2. Click Delete Filter button.

  7. To create a new Product Certification:

    1. On the toolbar, click Add New button.

    2. In the snippet, and from the Select Certification dropdown list, enter desired Certification to which you want to add part.

    3. From the Select Part dropdown list, select the desired part that you want to add to the selected certification.

    4. Enable Required if you want the product certification to be ready for use.

    5. Click Save.

  8. To edit an existing Product Certification:

    1. In the Product Certifications listing grid, beside the desired product certification that you want to edit, simply click the Edit button or click the context menu button and then select Edit Product Certification.

    2. In the respective product certification snippet, edit the desired details and then click Save.

  9. To delete an existing Product Certification:

    1. In the Product Certifications listing grid, select the desired product certification that you want to delete and then, on the toolbar, click Delete. As an alternative, you can also click on the context menu button beside the desired product certification and then select Delete Product Certification.

    Deleting a product certification only deletes the part associated to it but not the certification. Also, you can delete only those product certifications which are not in use.