|Template:||Employee_related, Security_groups, Assignable, Basic|
|Hide module on Main Page:||No|
- 1 Short Description
- 2 Business Description
- 3 Custom Actions
- 4 Processes
- 5 Related Features
- 6 Related Integrations
- 7 Structure
- 8 Mentioned in other articles
- 9 Technical Description
- 10 Dev Notes
Certificates are a simple dictionary module in which we create a database of certificates for use in the employee module.
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.
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.
Related Process Steps
|Modified by Name||relate||No||Yes||No|
|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|