Credentials

Last updated
Save as PDF

Credentials window

Resource>General>Credentials

The Credentials window enables your agency to enter areas of certification, licensing, and education for a resource. You define these credentials in the Staff Credentials window of the Administration component. You primarily use credentials for tracking and renewal purposes. The Credentials window also gives your agency the opportunity to enter any notes for a resource.

Enter a Resource's Credentials

1.	In the Resource component, select the appropriate resource.

2.	Select General>Credentials.

Note: You must already have added the resource's roles before completing this window.

3.	Select the appropriate role tab.

4.	Click to add a row or to insert a row.

5.	Complete the fields as appropriate.

6.	Save changes.

Edit a Resource's Credentials

1.	In the Resource component, select the appropriate resource.

2.	Select General>Credentials.

3.	Select the appropriate role tab.

4.	Enter the changed information in the appropriate fields.

5.	Save changes.

Delete a Resource's Credentials

1.	In the Resource component, select the appropriate resource.

2.	Select General>Credentials.

3.	Select the appropriate role tab.

4.	Select the credential to delete.

5.	Click to delete the row.

6.	Save changes.