This guide provides step-by-step instructions on how to add certifications to consultants in NetSuite. It includes navigation to the relevant page, searching for the consultant, and updating their skills and expertise with certifications. Following this guide will help users efficiently manage and track certifications for their consultants in NetSuite.
Tip: The following instructions apply to all Consultant Skills such as Language and Virtual Platform. Contact Support if additional Levels and/or Skills are required.
1. In the Global Search, type "emp:" and then the first few letters of the Consultant's first name. Select the appropriate name in the list provided.
2. Click Edit.
3. Scroll to the bottom of the page and click "Skills & Expertise".
4. Under Certifications, click on the empty row.
5. Scroll as needed then select the applicable course or IP.
6. Select the applicable Level.
7. Click the Add button and repeat as necessary for additional Certifications.
8. Click Save when all Certifications have been added.