Manage contacts' certifications

With Arlo's certifications feature you can add contacts manually to certification templates and update their progress through the workflows.

This is useful if you have customers who have completed prerequisite courses with another provider or before you moved to Arlo. If you have a large amount of certifications to add, as an alternative method, you can use Arlo's certification importer to create or edit certifications in bulk.

Manually add a contact to a certification workflow

Registrants are usually added to a certification automatically using the workflow set up in the certification template. However, you may need to create certifications manually from time to time. The following process describes how to manually create a certification for an individual contact.

Open the Certifications menu item.

From the Summary tab, for the required certification template, click new.

Enter the contact you would like to add to the certification.

Enter the Code, Alternate code, Approval, and Comments as required.

If you would not like the certification contact to receive any communication, untick the Communication checkboxes.

Press Save.

Approve a certification

Open the Certifications menu item.

Select the Awaiting approval tab (or another tab the certification is in).

Tick the checkboxes of the certifications you wish to approve and press Approve.

Enter the approval details and press Approve Certifications.

Renew a certification

Open the Certifications menu item.

Select the Expiring or Expired tab.

Tick the checkboxes of the certifications you wish to renew and press Renew.

Enter the renewal details and press Renew Certifications.

Cancel a certification

Open the Certifications menu item.

Select any tab you wish to cancel certifications from.

Tick the checkboxes of the certifications you wish to cancel and press Cancel.

Select whether you would like to send certification cancellation emails to the contacts and press Cancel Certifications.

Edit a contacts certification

You can easily edit certification records within Arlo, such as editing dates associated with the certification or amending the person who has approved the certification.

By default, you cannot edit approved certifications. Contact Arlo Support if you would like to change this setting.