Certification Families and Categories

Families and Categories provide the administrator the ability to categorize certifications in two separate manners. For example, you may wish to categorize certifications by the various areas within the organization (e.g., Financial, Medical) and you may also want to categorize them even further by specific functions (e.g., Wealth Management, CPA).

The name of the page on which to manage families and categories is dependent upon the functionality available in your portal.

  • For portals with both certification families and certification categories enabled, the page is titled Manage Families and Categories.
  • For portals with certification families only, the page is titled Manage Families.
  • For portals with certification categories only, the page is titled Manage Categories.

To access the Manage Families and Categories page, go to Admin > Tools > Learning > Catalog Management > Certifications. Then, click the Manage Families and Categories or Manage Families, or Manage Categories link, depending on the functionality enabled in your portal.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Certification - Categories Admin Grants administrators ability to manage certification categories. This is an administrator permission. Learning - Administration
Certification - Family Admin Grants administrators ability to manage certification families. This is an administrator permission. Learning - Administration

Feature Description
1. Add New Certification Family

Click the Add New Certification Family link to add a certification family. A new row appears on the page. Enter a name in the Name field. Click the Save icon to save the family or category, or click the Cancel icon to cancel the action.

For portals with multiple languages enabled, the family name is localizable.
2. Families The Families tab displays for portals with certification families enabled. This tab is the default view when both families and categories are enabled.
3. Categories Clicking the Categories tab refreshes the page to display all existing certification categories. For portals with only certification categories enabled, the Families tab does not display.
4. Name Displays the name of the certification family or category. For portals with multiple languages enabled, the name appears in the language of the administrator that created the family or category.
5. Options

The following options are available in the Options column:

  • Edit - Click the Edit icon to edit the certification family or category name. The family name becomes editable. Edit the name and click the Save icon to the right of the field.
  • Remove - Click the Remove icon to delete the certification family or category. A certification family or category cannot be deleted if it is associated with a certification.
6. Add New Certification Category

Click the Add New Certification Category link to add a certification category. A new row appears on the page. Enter a name in the Name field. Click the Save icon to save the category, or click the Cancel icon to cancel the action.

For portals with multiple languages enabled, the category name is localizable.

Click Back to return to the Certification Administration page.

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