Overview

The Certification Types code table defines the different types of professional certifications that staff, employees, or providers may hold. Unlike licenses, which are state-mandated and legally required, certifications are usually optional, skill-based, or industry-recognized. Managing this table ensures consistent data entry and easy tracking of certifications across the system.

Area

This table supports Human Resources, Compliance, and Professional Development areas.
It helps organizations document, categorize, and report on staff qualifications that may enhance service delivery or demonstrate specialized skills.

Navigation

You can find and manage Certification Types in the system setup area:

  • Settings→ Lookup Tables → Certification Types

  • From this screen, administrators can add, edit, or retire certification type entries.

Users (such as HR staff) will see these certification types in dropdown menus when entering or updating employee certification details.

Benefit

  • Consistency: Ensures staff certifications are recorded using standardized categories.

  • Flexibility: Users can either pick from the defined dropdown list or manually enter certifications not predefined.

  • Compliance Insight: Provides visibility into additional qualifications beyond mandatory licenses.

  • Reporting: Enables better analytics on workforce skills and certifications.

Field Reference

The Certification Types lookup table contains the following fields:

  • Order – Defines the display order in the dropdown.

  • Title – The name of the certification (e.g., "CPR Certification", "Project Management Certificate").

  • Description – Additional context or details explaining the certification.

  • Require Expiration Date – Checkbox to indicate whether this certification typically expires and requires renewal.

  • Require Attachment – Checkbox to require proof documentation (e.g., scanned certificate).

Screen References

  • Crew Detail→ Compliance Tab: Displays user certifications in relation to selected types.

  • Mobile App-> Crew Profile->Licenses & Certification

Pro Tip

Use the Order field to group frequently used certifications at the top of the dropdown. For example, CPR, First Aid, and HIPAA Training may be placed first for easy selection.

FAQ

Q: What is the difference between licenses and certifications?
A: Licenses are legally required and state-mandated, while certifications are optional or skill-based recognitions.

Q: Can users add certifications not listed?
A: Yes, the system allows typed entries in addition to predefined dropdown values.

Q: Do all certifications require expirations?
A: No. Only check "Require Expiration Date" for certifications that naturally expire (e.g., CPR every 2 years).

Q: Can attachments be mandatory?
A: Yes. For certifications that require documented evidence, select "Require Attachment."

Permission & Configuration

  • Who Can Manage? Only system administrators or HR admins with proper permissions can update the Certification Types lookup table.

  • Configuration Tips:

    • Keep the list concise to avoid overwhelming users.

    • Regularly review to retire outdated types.

    • Use descriptions for clarity if multiple certifications have similar names.

See Also

  • License Types Code Table – For tracking state-mandated licenses.

  • Employee Profile → Compliance Tab – Where certifications are recorded.

  • Compliance Reports – To ensure certifications and optional qualifications are up to date.