Assign certifications to an operation step

You can assign certifications to an operation step to manage who can perform the job steps that are instantiated from the operation step and whether a sign-off is required to complete a job step.

If an access certification has been assigned to an operation step, a user cannot start or work on the instantiated job step unless the following conditions have been met:

• The user has been assigned to the certification.

• The user's certification level is at or higher than the level specified when the certification was assigned to the step.

If an audit certification has been assigned to an operation step, then one or more user sign-offs will be required to complete the instantiated job step. Only users whose certification level is at or higher than the level specified when the certification was assigned to the step can perform a sign-off.

For information about configuring certifications, see Certifications.

Assign a certification to an operation step

1. Select the operation step.

2. Open the Certification section in the Properties window.

   

3. Click the Configure Certification button.

   The Certifications dialog box appears.

   

4. Right-click in the Certifications dialog box, and then click Add.

   The Add Certifications dialog box appears. Any certifications that have been configured to be applicable to operation steps are listed.

   The Audit column is read-only. If the check box is selected, the certification is an audit certification. If not, it is an access certification.

   

5. Select the certifications that you want to assign to the operation step and click OK.

   The selected certifications are listed on the Certifications dialog box.

   

6. For each certification, select the level required for this operation step in the Value column list.

   If the level is Yes or No, it is not editable because the certification has only one level. Instead, these values indicate whether the current user has been assigned to the certification.

7. Click Close to close the Certifications dialog box.

   The selected certifications are listed on the Certification property group.

   

8. Save the changes.

Edit the level of certifications

9. Click the Configure Certification button to open the Certifications dialog box.

10. Modify the levels as needed, then click Close.

11. Save the changes.

Remove a certification assignment from the operation step

12. Click the Configure Certification button to open the Certifications dialog box.

13. Right-click the certification and click Delete.

    You are prompted to confirm the deletion.

14. Click Yes.

15. Click Close to close the Certifications dialog box.

16. Save the changes.