Certification Management

Configuring and Administering All City, City and User Certifications

Sections

1. Configuration Prep

2. Certification Usage

3. Configuring Certs

⚠ Config Requirements

4. Creating a City Cert 

⚠ Create Requirements

5. Creating a User Cert

6. Sorting | Filtering

Certificate Configuration Prep

Before creating a Certificate you must understand the different Record & Certification Types

Record Types

First, Certifications they fall into to one of the following 3 Record Types:

All Cities | City | User 

All Cities - The certification will be applicable to all created Cities (Typically informational only)

City - The certification will be applicable to specific Cities only

User - The certification will be applicable to specific Users, regardless of City

Certification Types

Record Types are then broken down into one of the 4 Certification Types: 

Certification | Training | Policy | Other

Certification - This type is typically used for:

City Record Types: - i.e. 145 Repair Station #, FAA # 

User Record Types:

FAA  i.e -  A&P, A&P IA

EASA i.e - A, B1, B2, C1

ANAC i.e - MMA Categoria A, B & C

Training - This type is typically used for:

User Record Types i.e. OJT, Internal Training

Policy - This type is typically used for:

All City | City | User Record Types: i.e. Substance Abuse, Overtime

Other - All City | City | User Record Types: Any 

Where are Certifications Used?

Certifications display on most Reports throughout the system. You will mainly see City Record Type Certs display in Report Headers & User Record Type Certs in a few Sign off locations. 

• City Record Type certifications will be used on the follow reports by default (some defaults can be edited):

 All Billing Reports • All General Reports  • All Parts Forms (Except Labels) • All Maintenance Reports • All Authorized Release Certificates • All Purchase Order Primary Reports • All OTC Billing & Traceability Reports • Customer Payment History • Scheduler Report 

• User Record Type certifications can be used on the follow reports:

 Log Book Reports • Maintenance Printouts

• All City Record Type certifications are informational only

Configuring Certification(s)

EBIS 5 Path: Config ⚙ > Modules > Certifications

First See Certification Config Prep

Steps (I will be creating a City Cert in this example)

1. Within the Config section of the Certification Modules' select (+), choose Record Type, Type (Certification), & Name then select Add & Goto

 

2. Add notes (optional), ensure the Display Template is set accordingly i.e FAA Cert: will display "FAA Cert:" as a verbiage prefix then will be automatically updated with the City Cert. No. once set up. By flagging the toggle switch as Internal Only will disable cert #'s created with this configuration from being shown on reports, Add any Media Files (Optional) then select Save.

☰ Menu within the top right is where you would delete the record

Creating City Certification(s)

First See Configuration

1. Within the City section of the Certification Modules' select (+) to add a new Certification for a City using the Configuration you just created. Enter: Certification,
City, Cert. No., Cert. Notes, Expiration Date, Expiration Notes and then select Add

⚠ Expiration Dates are for reference & will not be enforced

2. That's it, you've successfully created a City Certification. I will display on report  headers with the rest of the City Details.

✪ You can add City Cert media, edit info or delete by opening up the record within the City Section

 

Creating User Certification(s)

First see Config Prep & Configuration

1. Within the User section of the Certification Modules' select (+) to add a new Certification for a User using the Configuration you just created. Enter: Certification,
Certification, User, Cert. No.,Expiration Date, Expiration Notes and then select Add

⚠ Expiration Dates are for reference & will not be enforced

2. That's it, you've successfully created a User Certification. It will display on Log Book Report's Sign off Blocks when selected

✪ You can add User Cert media, edit info or delete by opening up the record within the User section

Sorting | Filtering

Configuration -

Sort & Filter By Record Types and/or Certification Types

Records - (All City, City)

Sort & FIlter By Record Types & Expiration

(Users)

Sort & FIlter By Record Types , Expiration & Certification

 

See OJT Tracking Here