Field

Description

Name

Description of the certification. Changing this value affects all existing certifications.

Disable this certification type

Prevents new certifications of this type from being created.

Each person allowed only one of this type

If a person already has a certification of this type, prevents the creation of a new one. A person who already has more than one will not have any deleted automatically, and merging two people together can still result in the kept person having more than one of these.

Applicable to these types of people

Only people with one of these as their primary or additional types can have a certification of this type added.

Display these fields on the "Other" column in lists

On lists of certifications and as part of the "Other" field in reports, fields checked here will be included.

Prevent deletions of certifications of this time once created and saved

If this is checked, once you create a certification of this type and save it in a person's profile it cannot be deleted. Use for things that need to stay such as background check information.

Enable automatic expiration dates

Turns on automatic expiration date calculations.

Units, Count, Rounding

Days, Months, Years or Specific date. Each comes with its own set of options for calculation.

If a person is under a specific age...

If checked, and the person is currently under this age when the certification is added, the expiration date will be the person's birthday at that age.

Show warnings on the kiosk...

When a volunteer signs in at the kiosk, if a certification of this type is due to expire, they will get a warning at each of these days.

Status field

For custom certifications, the field in the definition which should show in the Status column on lists and in reports.

Result field

For custom certifications, the field in the definition which should show in the Result column on lists and in reports.

Edit default values

Sets the default values for each field which will be used when new certifications of this type are created.

Edit layout

Edits the layout - fields, options, and on-screen field configuration. Not available for certain built-in definitions.

Save to file

Saves the current definition to a disk file.

Revert to built-in

For built-in certification types, throws out any definition changes and uses the built-in definition instead.