Configuring Certificates

The Manage Certificates console contains the list of Certificates and provides functionality to add, remove or modify the Certificates. This console is accessible by the users with the Resource Manager role. 

To create a Certificate 

1. Log in to the Portfolio Management application and click Settings . 
2. Select Resource Management > Competencies > Certificate. 

3. Click New to add a new Certificate and fill in the below details.

   Field	Description
   Certificate	Add the name of the Certificate.  Click Localize and fill in the name in the Default locale field.
   Managing Resource Group	Select the Resource Group under which you want to manage the Certificate.
   Vendor	Select one of the Vendors from the dropdown. The dropdown shows all the companies configured in the system. For more information, see Configuring companies.
   Cost	Specify the cost associated with the Certificate.
   Status	The status field has three options namely, Draft, Active and Obsolete. By default, during the creation of a Certificate, the status stays Draft.  To use this Certificate, you need to Edit the saved Certificate and change the status to Active.  To obsolete or restrict the use of the created Certificate, you need to Edit the saved Certificate and change the status to Obsolete.

   4. Click Save.

To modify or edit a Certificate

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Competencies > Certificate.
3. Click on the name of the Certificate or select the row and click on the Edit () button. This will show you the details that you provided while creating the Certificate and an additional tab to configure relevant resource groups.

4. Follow the instructions in the below table to modify the Certificate. 

   To do this	Do
   Edit the details provided while creating the Certificate	In the Edit Certificate blade, go to the General tab. Change the details and status as per the requirement and click Save.
   Add Resource Groups Relevant to the Certificate	In the Edit Certificate blade, go to the Relevance to Resource Groups tab.  Click +Add Resource Group. This will open the list of Active Resource Groups in the application. Select one or more Resource Groups from the checkbox and click Select. Important:  This functionality is added to effectively filter and present the details. For example, here, say a resource group RG1 is added relevant for the certificate Cert1. Now on the Foundation Data console and My Competencies console, upon selecting the resource group RG1, the Advance Search button will show this certificate Cert1 as a relevant course.  The Resource Groups added to the Relevance to Resource Groups tab of the Certificate will automatically reflect the Certificate in the Relevant Certificates tab of all those Resource Groups.   Here you can only relate or remove the relevant Resource Groups with the Certificate but can not create or delete the Resource Groups. The creation and deletion of Resource Groups can only be done in the Resource Group section.

5. Click Save. 

To delete a Certificate

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Competencies > Certificate.
3. Select the Certificate to delete and click on the Delete () button.