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  3. Certification records
Feature · Certification records

Certification records

Keep enrollment requirements and recorded awards linked to the right people.

OverviewEnrollment board
IT Training Tracker · Certification records

Enrollment board

Enrollments

New
Requested2
IDD-791LRN-44577
IDD-797LRN-35668
Add
Approved1
IDD-184LRN-20176
Add
Active1
IDD-103LRN-84887
Add
Completed1
IDD-349LRN-26449
Add
Withdrawn1
IDD-252LRN-21721
Add
Example screen with sample data

What you can do

Follow the working record

A certification requirement names a role and certificate, and connects to an enrollment through its enrollment link. An award references a requirement and a person from People. The award can carry its date, expiry date and certificate attachment, giving the team a concrete record to inspect when following certification work.

How the work is organized

The requirement and award serve different purposes. The required flag marks whether the named certificate is mandatory for that enrollment context; The renewal interval records the stated renewal interval. The award records a particular person’s certificate evidence and dates.

  • Requirement. Link the named certificate and role to the enrollment it applies to.
  • Person. Select the staff or instructor record that actually received the award.
  • Evidence. Keep the award date, expiry date and certificate attachment on the award.

What to agree during setup

Agree who records requirements for a course enrollment, who checks the role and certificate names, and how the team verifies an attachment before relying on an award. Match the award’s Person to the intended staff or instructor record.

Instructor and Academic Reviewer agree how to check the role name, required flag and renewal interval against the enrollment. For an award, confirm which People record represents the recipient and what attachment is acceptable evidence.

Check the handoff on an actual case

Take an active enrollment that calls for a named certificate. Add its requirement, then inspect an award linked to that requirement and the intended person. Check the award date and expiry date together with the attachment; a requirement alone is not an award.

Academic Reviewer opens the requirement through its enrollment before inspecting the award. Check the recipient in People, then compare the award dates and attachment with the named certificate. A requirement for another enrollment needs correction before the award can be relied on.

Review the enrollment behind a requirement before interpreting the award. A requirement records what a particular enrollment calls for, while the award records what a person received. The person on an award is drawn from People, which also holds instructors and staff. Confirm that this is the intended person before relying on the certificate attachment.

What your team sees

  • Enrollment board — Locate the enrollment behind a certificate requirement.
  • Active enrollments — Open current enrollment records before checking an award.

Follow the work through

See enrollment and delivery and learning outcomes for the connected handoffs.

What it keeps track of

Data model
Certification requirements
Certification required for an enrollment's role.
Certification awards
Certification awarded to a person against a requirement.
Enrollments
Learner enrollment in a course, with lifecycle status.
People
Staff and instructors referenced by IT training operations.

Who uses it

Permissions
Instructor
, Academic Reviewer work with the records named above according to their assigned responsibilities.

Set up IT Training Tracker your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started