Managing and editing requirements

Under the Requirements tab of a certification, Site Administrators and those with relevant permissions can adjust the certification’s structure and settings. This can include updating paths, recertification options, and sequence settings without recreating the certification.

A warning banner displays when the certification is live, reminding users that any edits may affect learner progress or completion records. It is therefore recommended to take caution when editing live certification requirements and content.

To edit and manage certification content and requirements, either:

1. Go to Quick-access menu > Certifications.

2. Select the name of the category (or subcategory) in which the certification sits.

3. Select the corresponding cog icon () for the required certification, or select the certification name to open it, then select Edit certification details.

4. Select the Requirements tab.

Or:

1. Navigate to the Catalogue via Explore.

2. Find and click on the certification you want to manage and edit.

3. Click the three dots () at the top right of the certification page and click Edit certification details.

4. Select the Requirements tab.

Edit the recertification details

1. Click the three dots () on the right of the Requirements tab and select Edit recertification.

   

2. Edit the Reference date, Learners can request extensions, and Reinstatement as required.

3. Click Save.

Add a new path

To add a new path to your requirements either:

1. Click the three dots () on the right of the requirements page and select Create path.

2. Hover to the left of an existing path and click the plus icon () that appears.

   

Then create and add your new path as needed.

Once you have added a new path you can edit the multi-year recertification sequence of the paths.

Edit a path

To edit an existing path, follow these steps:

1. Click the three dots () and select View path.

   

2. If required, click the three dots () to the right of the Requirements page and select Edit path details to edit the details of the path or certification periods.

3. Once you have made the required changes, click Save.

4. If you need to edit course sets, click the three dots () in the top right of the course set and select Edit.

5. Make the required changes and click Save.

6. To add a new course set, scroll past the last course set and click Add course set.

7. Complete the relevant setup for the new course set and click Save.

8. Once you have made the required changes to the path, click Overview to navigate back to the main Requirements page.

Deleting paths

You can delete paths from the Requirements page.

1. On the path to be deleted, click the three dots () to the right of the path and select Delete.

2. From the confirmation pop-up, click Delete, or Cancel if you do not want to delete the path.

You cannot delete any paths which have learners assigned. However, it is always worth checking for assigned learners in a path before attempting to delete. If you do attempt to delete a path with assigned learners, a pop-up will display with the warning: 'You are not allowed to delete ———. There are X learners assigned to this path. Reassign them first and then try to delete the path again.'