- \n
- Scroll down to Certificate Types<\/strong><\/li>\n\n\n\n
- Click + Add<\/em><\/li>\n\n\n\n
- Submit a name<\/li>\n\n\n\n
- Save<\/li>\n\n\n\n
- The system creates an icon with the first letter of the certificate name and a background color.<\/li>\n\n\n\n
- If you want to upload a symbol for the certificate, click on Add\u00a0image<\/strong> under the respective certificate. This will then be displayed in all places where the certificate symbol is visible.<\/li>\n<\/ol>\n\n
Step 2 – Add certificate to user<\/h4>\n\n
- \n
- Go to Group settings.<\/em><\/li>\n\n\n\n
- Click on a user for which you want to enter certificates.<\/li>\n\n\n\n
- Choose Edit certificate.<\/em><\/li>\n\n\n\n
- Choose from the entered certificates and enter the validity period.<\/li>\n<\/ul>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_certifikat_laggtillpaanv.png\")
<\/figure>\n\n![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_certifikat_laggtill.png\")
Select the type and enter the time the certificate is valid.<\/figcaption><\/figure>\n\n Step 3 – Specify which certificate is required for a job<\/h4>\n\n
On work and service orders there is now a new field, Required certificates<\/strong>, where you add the certificate that is required for the work.
- \n
- Click Edit<\/em> after Required Certificates<\/em>:<\/li>\n\n\n\n
- Select certificate in the list<\/li>\n\n\n\n
- Save the setting and shot the list by clicking on the red cross.<\/li>\n<\/ol>\n\n
If you are not sure what the symbol for the certificate stands for – click on the symbol and the name will be displayed.<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_certifikat_ange_pa_order.54.png\")
<\/figure>\n\nNow you have limited performing the order to technicians with the correct certificate.<\/p>\n\n
How do I see which orders have certificate requirements?<\/h4>\n\n
The symbol is displayed in the list of orders (only in the detail view).<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_Certifikat_AOlista1.png\")
This is how the list looks like if you have admin permissions<\/figcaption><\/figure>\n\n As a technician, I see in the list which orders I may or may not carry out. If I click on an order that requires an certificate I lack, I cannot execute it.<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_Certifikat_AOlista_for_anv.png\")
This is how I see the list without admin permissions. The certificates\/orders where I have the correct certificate are checked in green, those without authorization are crossed out.<\/figcaption><\/figure>\n\n Search orders by certificate requirements<\/h4>\n\n
\n\n![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2023\/03\/Symbol_sokfilter75q.png\")
<\/figure>\n<\/div>\n\n\n\n\nClick on the filter symbol and you can filter orders with your different certificates.<\/p>\n<\/div>\n<\/div>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/05\/PS_certifikat_filter.png\")
<\/figure>\n\nWhat certificates do I have?<\/h4>\n\n
Click on your username to get to your Account Settings<\/em>, where your certificates are listed. To enter new or change your certificates, admin permissions are required.<\/p>\n\n
![\"\"](\"https:\/\/support.serviceprotokoll.se\/wp-content\/uploads\/2024\/06\/PS_Mitt_konto_certifikat.png\")
<\/figure>\n\nShow certificates on printout<\/h4>\n\n
- Click + Add<\/em><\/li>\n\n\n\n