Assign a certification to users or user groups

Assign individual users or all users within user groups to a certification by adding links in the Certification workspace user tab. Within the Users tab, assign a qualification level and expiry date to each selected user or user group.

Assign a certification to users or user groups

1. In the Certifications workspace, select the certification to be assigned.

2. Do one of the following:

   • In the Users tab, right-click and click Add Link.

   • On the Current View ribbon group, click Add Link.

   The Select User dialog appears. The MES users and user groups who have not already been assigned to the certification are listed.

   

   If using OS Group security mode, you can add other users to this list by clicking the Add button. This function is similar to the functionality for adding users as described in Set up user groups and users in OS Group security mode. The selected user will be added to the MES database. However, there is no verification that the user belongs to a valid MES OS Group. If the selected user is not a member of an OS Group defined in the MES database, the user will not be able to log into any MES application.

3. Select the users to which to assign the certification

   • Select a User Group to assign all of the members of the user group to the certification.

   Note: When new users are added to a user group, they are not automatically assigned to the certificate. The steps described here must be repeated.

   

   • Select a User Name to assign a single user to the certification.

     

4. For each user or user group entry, complete the property settings:

   Note: Update the User Group properties to assign the values to all of the users in the group.

   Level

   Defines the user’s qualification level for this certification.

   Expiry

   Defines the date when the user’s certification expires. The date entered can be from the current date up to the number of days from the current date, specified by the Expires after (days) property entry for the certification.

   Note: Leave the Expiry property blank to permanently assign certifications to users.

5. Select OK.

   The selected users are listed in the Users tab.

6. Save your changes.

Remove a certification from a user

• Right-click the user or user group in the Users tab and select Delete Link.