Edit Certification User Records
Delete or Archive a Certification
The VISION Learning Station will tell you if you have missed a step in completing a certification. If you run into any red warning text, you have yet to finish entering settings. For example, you must set up a certification’s requirements before you can add learner certification records. If VISION will not allow you to proceed with a step, make sure you have completed the previous step.
Edit Certification Properties
Note that you can only edit information entered in the VISION Learning Station, and only before the Certification has learners associated with it.
To get to the edit certification page, follow these steps:
1.Click on Administration on the Main Menu.
2.Click on the Certification tab.
3.Click on the blue Certification link to open its properties.
4.To edit the Certification's VLS Properties, click the Edit Properties button.
a.You can use the Delete button to permanently remove the certification, but only before it has captured any user data. Once it has been used the certification can only be archived.
Edit Assigned Learners
Learners are assigned to certifications through their organizations and job positions. How you assign learners to a certification will depend on whether the certification is associated with an organization or job position.
If the certification is Organization and Job Specific:
1.In the certification, click the View/Edit link next to Associate Organization(s) and Job(s).
2.If you need to add additional organizations or job positions to the certification click the Associate Orgs/Jobs button.
a.Use the Organization drop-down menu to select a different organization.
b.Scroll down the list of job positions and click the Add button for each that you'd like to add to this certification. When added they will appear on the right side of the window.
c.Click the Done button when you are finished.
3.Click the Assign Users button next to each job position to select users to assign.
4.Click the check box next to each user you'd like to assign and then click the Add Selected button on the bottom of the page.
If the certification is Organization Specific:
1.In the certification, click the View/Edit link next to Associate Organization(s).
2.If you need to add additional organizations to the certification click the Associate Orgs/Jobs button.
a.Scroll down the list of organizations and click the Add button for each that you'd like to add to this certification. When added they will appear on the right side of the window.
b.Click the Done button when you are finished.
3.Click the Assign Users button next to each organization to select users to assign.
4.Click the check box next to each user you'd like to assign and then click the Add Selected button on the bottom of the page.
If the certification is NOT Organization Specific:
1.In the certification, click the View/Edit link next to Associate Learner(s).
2.Click the Associate Users button.
3.Use the "By Organization", "By Organization and Job" or "By Last Name" tabs to search for learners.
4.When you have selected the search criteria, click the Get Available Learners button.
5.Click the check box next to each user you'd like to assign and then click the Add Selected button on the bottom of the page.
Edit Rules and Requirements
Only Administrators can add certification requirements and rules.
1.Click the View/Edit link next to “Requirements”.
2.All of the requirements associated with the certification cross reference table that you selected in “VDM Specification” of the certification form are displayed. Certain segments of a requirement record cannot be changed after learner records have been attached to it.
3.Edit the requirement's properties as needed. Note that you may need to scroll down the page to see some requirements.
4.Click the Save Requirement button for each requirement that you edit.
5.Once you have saved each requirement, a new button, Add Rule will be displayed. Click it and enter information for the rule.
6.Remember to click the Save Changes link after you have created one.
Edit Certification User Records
1.Click the View/Edit link next to "Current User Records".
2.Click the Add Certification Record button next to each learner to create a Certification Record for that learner.
3.Fill in the date and NERC Cert Number for the user, if required.
4.Click the Save Record link.
5.Repeat this procedure for all of the certification records you need.
Edit Organizations and Jobs
You cannot change whether a certification is Organization or Job specific once it has been created, but you can change the organizations and/or Job Positions that are assigned to it.
1.Click the Associate Org/Jobs button.
2.On the left-hand side of the window, select an organization or job position from the drop-down menu and organization hierarchy.
3.Click the Add button next to each job position you want to add to the certification.
4.When added, the job position will appear on the right-hand menu. Here you can also remove a job position with the Remove button.
5.When you are finished adding or removing job positions, click the Done button.
Delete or Archive a Certification
Once a certification has captured user data it can no longer be deleted, it can only be archived.
1.Click on Administration on the Main Menu.
2.Click on the Certification tab.
3.Click on the blue Certification link to open its properties.
4.To edit the Certification's VLS Properties, click the Edit Properties button.
5.You can archive the the certification by scrolling down to Status and clicking the "Archived" radio button.
6.Instead, you can delete the certification (only if it has no associated data) by clicking the Delete button. This will permanently remove the certification.
