Certificates

Certificates
Name:	Certificates
Tech Name:	Certificates
Class Name:	Certificates
Type:	Standard
Template:	Employee_related, Security_groups, Assignable, Basic
Custom Module:	No
Auditable:	Yes
Importable:	No
Reportable:	Yes
Hide module on Main Page:	No

Short Description

Certificates are a simple dictionary module in which we create a database of certificates for use in the employee module.

1. 
2. 
3. 

Business Description

Overview

The module is used to quickly enter a list of certificates, which can then be used for employees to have a broader view of their acquired skills. The module consists of only three fields: Name, Description, and User who created the record. Each of the entered certificates can be used multiple times for different employees, where it is already displayed in the employee's certificate subpanel.

A newly entered certificate is not yet associated with any employee. To establish such a relationship, you need to go to the selected employee and choose the subpanel named "Employee Certificates". In the subpanel, click "Create" to open a view for quickly creating a relationship between the certificate and the employee.

Fields

Employee Certificates include additional fields that help better describe the employee's acquired skills:

Status		A drop-down field to determine whether the certificate is active or not. It contains two values: Active and Inactive.
Start Date		The date from which the certificate is valid.
End Date		Some certificates are issued for a limited time. In this field, we can enter the expiration date of the certificate.
Certificate		A relationship to the Certificates module from which we select the previously created certificate.
Candidate		A relationship to the candidate we want to associate with this certificate.
Employee		A relational field to the employee. When creating a record from the subpanel under the employee, this field is automatically populated and cannot be edited.
Assigned to		A relationship to the user to whom this record is assigned. The user logged in at the time is automatically assigned.
Description		Only in the full version of the form. A descriptive field that allows adding details about the specific certificate.

Note: Fields marked with an asterisk are required. Saving the record without providing input to them beforehand won't be possible.

Custom Actions

Processes

Related Processes

Related Process Steps

Related Features

Affected by

Name	Type	Short Description	Affected Fields	Initiating Fields	Initiating Modules
Feature:Certificates - start date - Validation IsBefore	Validation		Start Date	End Date	Certificates

Initiating

Name	Type	Short Description	Initiating Fields	Affected Fields	Affected Modules
Feature:Certificates - start date - Validation IsBefore	Validation		End Date	Start Date	Certificates

Related Integrations

Structure

Fields

Name	Type	Required	Validations	Visible	Editable
Assigned to	relate	No		Yes	Yes
Candidate	relate	No		Yes	Yes
Created by	relate	No		Yes	No
Date Created	datetime	No		Yes	No
Date Modified	datetime	No		Yes	No
Description	text	No		Yes	Yes
Employee	relate	No		Yes	Yes
Employee ID	relate	No		Yes	Yes
End Date	date	No		Yes	Yes
Modified by Name	relate	No		Yes	No
Name	name	Yes		Yes	Yes
Start Date	date	No	Certificates - start_date - Validation IsBefore	Yes	Yes
Status	enum	No		Yes	Yes

Relationships

Laft	Type	Right	Short Description	Relationship
Candidates	one-to-many	Certificates	One Candidate record can have many related Certificates records, but a specific Certificates record can be related to only one Candidate record.	Relationship: Candidates - Certificates
Employees	one-to-many	Certificates	One Employees record can have many related Certificates records, but a specific Certificates record can be related to only one Employees record.	Relationship: Employees - Certificates
Users	one-to-many	Certificates	Specific Sugar user can modify many account records, but specific account record last modification was performed by specific user.	Relationship: Users - Certificates
Users	one-to-many	Certificates	Specific Sugar user can create many account records, but specific account record can be created by only one user.	Relationship: Users - Certificates
Users	one-to-many	Certificates	Specific Sugar user can be assigned to many account records, but specific account record can only have one user assigned.	Relationship: Users - Certificates