Creating a Certification Renewal

Certification programs can be defined to automatically create a recertification program upon renewal by setting the "Automatically Create Recertification Program" toggle to YES and selecting a Recertification program from the drop-down on the Certification Program Detail page, as highlighted below.

If this toggle is set to YES and a recertification has been selected, when the customer's necessary requirements have been met, the system automatically registers the customer for the recertification program defined.

If this toggle is set to NO, once the customer's necessary requirements have been met the "Renew Certification" option will display in the Actions menu on the Registration Summary.

To create a certification renewal:

1. Open the certification Registration Summary for the customer in which you want to create the renewal.
2. Ensure that the appropriate requirements have been completed.
3. From the Actions menu, select Renew Certification.
   The system registers the customer for the recertification program defined and opens the Registration Summary for the recertification.
   

Once a recertification has been created for a customer, the Renew Certification option will no longer display on the Registration Summary for the original certification.