- All the activities in performed by User in the workflow can have a certificate validation step added before start of any activity with "Check certifications At start of work" option.
- To access "Check certifications At start of work" edit the activity by dragging it on to the workflow configuration canvas and navigate to the participants tab as shown below.
- Click on the slide option to YES for the 'Check Certifications at the Start of Work' to see the certifications filed that lists all the valid certifications for the project.
- Pick the certificates required from the list by checking the checkbox as shown below.
- Once the certification folder is checked select the required certificates from Any or All options in Certification Required section.
- Selecting Any in the Certification Required section will check for valid certificate from one or more selected certificates before start of work.
- Selecting All in the Certification Required section will check for all the valid certificate selected before start of work.
How to?
How to Validate Certificates in Workflow Activity
How to Validate Certificates/certification for Workflow Activity
How to Validate Certificates in Tags
How to view certificates in Planner Work Queue
How to view certificates when Resource Type configured as Company
Certifications:
Certifications Folder in Drive
Configuring Questions to Test Based Certifications
Certifications as 5th Tab in User Details
Workers adding Certificates/Certifications from Kiosk
Managing Certificates/Certifications from URL
Last Updated: Dec-28-22