Classifying certification records

To manage a certification record, you can classify it by linking it to a predefined classification. The addition of classification details to a certification record makes it simpler to apply it to plant and industry standards.

Before you begin

A classification must exist that is set up for use with certification records.

About this task

You classify a certification record by using the Classification field. The Classification field is available on both the Certification and Specifications tabs of the certification record.

If the classification belongs to a hierarchy, the associated classification path is shown in the Classification field, from the top-level node in the hierarchy down to the selected node. In addition, any attributes that belong to the selected classification are added to the Specifications table.

1. In the Certifications application, open the certification record that you want to classify.
2. On the Certification tab or the Specifications tab, click Detail Menu for the Classification field and then select an option to retrieve the essential classification.
3. Save the record.

What to do next

After you classify a certification record, you can develop certification record specifications.