In this article, we'll provide a guide to the menu options that appear when you're creating an accreditation. This will be especially helpful if you're not sure about the purpose of each menu option.
Where can you locate the Accreditation menu?
- Browse to 'Accreditation' in Admin home:
- Select an Accreditation to open
- This Accreditation administration menu is now visible:
- See the table below for additional information about each element in the administration menu:
Details |
Summary details of the selected Accreditation |
Custom fields |
Create Custom fields to record additional information about the Accreditation. All custom fields can be included in reports. Custom fields are only visible in the Administration user interface. |
Expiry reminders |
Configure expiry notification emails for Users and Managers.
Note that Accreditations will only remind people to do the training again if they are assigned to the accreditation as part of a group or directly as a user. |
Group |
View and edit Group assignments for the selected Accreditation |
User |
View and edit User assignments for the selected Accreditation |
Report |
HTML reports can be found throughout Learn. Unlike Business Objects reports, HTML reports are real-time although they cannot be customised or scheduled. Continuous Accreditations are updated by the overnight batch processor, so HTML reports and Business Objects will always show the same data. |
Get deeper learning in The Academy
View 'Repeat training with Accreditations' for information on how to use Accreditations to set learning to repeat with whatever frequency you need.
The Academy is your forever free learning hub for Kallidus products including live events, eLearning videos, and more. If you're new to The Academy or know someone who is missing out on free learning, contact your Customer Experience Manager or the Support Team to sign up today!
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