Editing Document Certification Information

A document itself can be a requirement. Certification information includes any certification information inherited from the document type plus an optional Mandatory Due Date setting and the specific assessment required for a document.

For each document requirement, certification information identifies things such as how long an individual has to complete the requirement and what steps they must complete to be certified on the requirement. Certification information can be edited as long as the requirement is in Inworks status. If the requirement is in Prereleased or Current status, the certification information can be edited using the Change Defaults functionality.

In the document tree on the left side of the Document record, click the Certification Information link.
Result: The document certification information is displayed.
Click Action > Edit button.
Edit the appropriate information:

Field	Description
Mandate Due Date	If this checkbox is checked, then the Complete within Duration Days field cannot be changed. Anyone not receiving certification by the Complete Within Date is considered out of compliance.
Complete Within Duration Days	Specify the number of days allowed for completion of the requirement. If not specified, the completion date is the day the requirement is associated with the Person record.
Complete Within Date	Specify the date by which the person must fulfill this requirement; otherwise, it will be past due.
Need Trainer Sign-off (Initial)	Check this checkbox if trainer sign off is required for the initial training on this document.
Need Training Session (Initial)	Check this checkbox if it is required that the Person who has this role attend a classroom training for this document, rather than just signing off on the document to fulfill this requirement. If checked, you must enter the Preferred Course Number in the next field.
Preferred Course (Initial)	Zoom to select the course for which classroom training must take place for the Persons with this role to attend for initial training.
Need Assessment (Initial)	Check this checkbox if a unique assessment will be attached to the initial training on this document. Also, zoom to enter an assessment under the Assessment field. For additional information on configuration, see Assessments.
Revision Certification Required?	Check this checkbox if revision training is required for this course.
Need Trainer Sign-off (Revision)	Check this checkbox if trainer sign off is required for the revision training on this document (if applicable).
Need Training Session (Revision)	Check this checkbox if it is required that the Person who has this role attend a classroom training for this document, rather than just signing off on the document to fulfill this requirement. If checked, you must enter the Preferred Course Number in the next field.
Preferred Course (Revision)	Zoom to select the course for which classroom training must take place for the Persons with this role to attend for revision training.
Need Assessment (Revision)	Check this checkbox if a unique assessment will be attached to the revision training on this document (if applicable). If enabled, zoom to select the assessment. For additional information on configuration, see Assessments.
Refresher Certification Required?	Check this checkbox if refresher certification is required for this course.
Need Trainer Sign-off (Refresher)	Check this checkbox if trainer sign off is required for the refresher training on this document (if applicable).
Need Training Session (Refresher)	Check this checkbox if it is required that the Person who has this role attend a classroom training for this document, rather than just signing off on the document to fulfill this requirement. If checked, you must enter the Preferred Course Number in the next field.
Preferred Course (Refresher)	Zoom to select the document for which classroom training must take place for the Persons with this role to attend for refresher training.
Need Assessment (Refresher)	Check this checkbox if a unique assessment will be attached to the refresher training on this document (if applicable). If enabled, zoom to select the assessment. For additional information on configuration, see Assessments.
Refresher Interval Days	Specify the number of days the user has to take the refresher certification.
Grace Days for Refresher	Specify the number of days after the refresher interval occurs that an individual must be re-certified. If the refresher is not completed within that time frame, certification is expired.
Refresher Advance Notice	Specify the number of days in advance the Person must be notified to take the refresher.
Requires Retraining if Previously Trained	This is used for refresher certification only. This field specifies whether individuals must retake the training even if they have taken it in the past. The following three elements of training are evaluated: Training, Assessment, and Checklist. Always - If selected, the person must always retake the training, no matter when it was taken in the past. Never - If selected, the person does not have to retake the training, no matter when it was taken in the past. Duration - If selected, the person must always retake the training using elapsed time. Elapsed Time - If selected, the person must retake the training if it's past the number of days specified in elapsed days.

Click the Save button.