Creating and managing the custom terms in the certification status lookup can be easily done by following these few simple steps:

 This process cannot be done from a mobile device, but through your desktop application.


Step 1.

Start by clicking on the “Certification” icon on the main ribbon.


Step 2.

Create a new employee certification or open an already existing employee certification from your certification list.

 If creating a new employee certification, all required fields must be filled in and then saved before you can proceed to Step 3. If you need help on how to create a new employee certification, see article, “How to Create an Employee Certification”.


Step 3.

Click on the status lookup “. . .” icon.


Step 4.

To create a new term, click on the “+ New” icon.


Step 5.

Fill in the term for the “Certification Status”, and check whether it is an active term, then click “Save”, followed by “OK”.


Once you have finished this step, you may need to refresh your screen, and you then have successfully added a new status term for your employee certification and are ready to proceed.


Step 6.

To delete a custom term, select the term you wish to delete, then click on the “X Delete” icon and the term has been successfully deleted.