Assign certifications to an operation

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

If an access certification has been assigned to an operation, a user cannot start a job that is instantiated from the operation or start a work order that is created from a process that includes the operation 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 operation.

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

For information about configuring certifications, see Certifications.

Assign a certification to an operation

1. Select the operation.

2. In the Properties window, open the Certification section.

   

3. Click the Configure Certifications 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 operations 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 to be assigned to the operation and click OK.

   The selected certifications are listed on the Certifications dialog box.

   

6. For each certification, select the level required for this operation 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 in the Certification property group.

   

8. Save the changes.

Edit the level of certifications

9. Click the Configure Certifications 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

12. Click the Configure Certifications 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.