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cats:procedures:codes:certification [2024/01/31 19:36] – amanda | cats:procedures:codes:certification [2024/02/02 19:17] – [Working With Certifications] tom | ||
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* Certification levels can be tied to contract flags. | * Certification levels can be tied to contract flags. | ||
+ | <note tip>The certification code also shows up in the item listing on the contract main screen.</ | ||
====Enabling the Certification Feature==== | ====Enabling the Certification Feature==== | ||
The certification feature must be enabled before the system will display any options relating to certification. | The certification feature must be enabled before the system will display any options relating to certification. | ||
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====Managing Certification Groups==== | ====Managing Certification Groups==== | ||
Before you add certification levels, you should set up your certification groups. | Before you add certification levels, you should set up your certification groups. | ||
- | < | + | First, access the certifications |
- | From the Certification scan, select | + | [{{: |
- | ===Add a Certification Group=== | ||
A certification group lets you denote which certification levels are allowed to overlap on contract items. Only one certification level per group can be applied to a contract item. This is to prevent you from marking items as conflicting levels. | A certification group lets you denote which certification levels are allowed to overlap on contract items. Only one certification level per group can be applied to a contract item. This is to prevent you from marking items as conflicting levels. | ||
+ | |||
+ | < | ||
+ | |||
You can see groups from the Certifications Scan if you pick **Tools** > **Certification Groups**. | You can see groups from the Certifications Scan if you pick **Tools** > **Certification Groups**. | ||
- | [{{: | + | [{{: |
- | From the Certification Groups scan, select **Add** from the menu. | + | ===Modify Certification Groups=== |
+ | From the Certification Groups scan, select **Add** from the menu to create a new group, or **Edit** to modify existing groups. | ||
- | [{{: | + | [{{: |
- | Enter the certification group code for the new entry. This must be unique. | + | Enter the certification group code for the new entry. This must be unique.\\ |
+ | [{{: | ||
+ | Pick Apply to continue. | ||
- | ===Modify a Certification Group=== | + | On the next screen, enter or modify details about this group. |
- | From the Certification Groups scan, select **Edit** from the menu. | + | |
- | [{{: | + | [{{: |
- | * //Name// The display | + | * //Name//: The long name for this group. |
- | * //ID Number Length// The length of the ID field for this group. Set this value to show a number | + | * //Active// tag - Keep this checked to continue using this group. |
+ | * //Label//: How this group will appear in CATS on certification documents/ | ||
+ | * //Short Tag//: Tag to use instead of the long name, when the long name usage would not fit in the display. | ||
+ | * //ID Number Length//: The length of the ID field for this group. Set this value to show a corresponding ID field on the counterparty screen. | ||
+ | * //Show counterparty number in address.// option: Displays the counterparty' | ||
+ | * //Show supplier information.// | ||
====Managing Certifications==== | ====Managing Certifications==== | ||
Use the Certification scan to add or modify the certifications. | Use the Certification scan to add or modify the certifications. | ||
From the main menu, go to **Code and Terms > Cost Codes > Certification** to open up the scan. | From the main menu, go to **Code and Terms > Cost Codes > Certification** to open up the scan. | ||
+ | [{{: | ||
===Add a Certification=== | ===Add a Certification=== | ||
- | From the Certification scan menu select **Add** | + | From the Certification |
The new certification dialog will be shown. | The new certification dialog will be shown. | ||
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Enter the code for the new certification here. This code must be unique and will be what is displayed on the contract item screen. | Enter the code for the new certification here. This code must be unique and will be what is displayed on the contract item screen. | ||
- | ===Modify a Certification=== | + | ===Modify a Certification |
- | From the Certification scan menu select | + | From the Certification |
[{{: | [{{: | ||
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<note important> | <note important> | ||
- | |||
- | <note tip>The certification code also shows up in the item listing on the contract main screen.</ | ||