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Add New Training / Certification

If you have the appropriate permissions, you can add a new training / certification to chosen user. You do this by clicking Add New on the User window ribbon and selecting Training / Certification.

A new Training / Certification window will open and you can enter all required values.

Employee

It is automatically filled due to the relation with the User.

Training / Certification

It specifies the type of the training / certification. This can be changed in Administration Settings if you have the appropriate permissions.

Training Completed

The day when the training / certification was held.

Result If User was marked, you enter result here. This can be changed in Administration Settings if you have the appropriate permissions.
Additional Comments You enter other status of passed training / certification.
Note

General text you want to add to training / certification.

Since eWay-CRM 5.4.2, you can insert not only plain text to the field, but also clickable hyperlinks.

After filling the values, you save the training /certification clicking the Save and Close or Save button in the top left part of the Training / Certification window.

After saving, the training /certification will be shown in the Training / Certification tab of the User window.