User Manual

Key Information

Includes:

    Permission Levels
Account Set Up
Logging In
Forgot Password
Alerts
My Profile
My Cart (Processing Payment)
Logout

* The following are by order of screen within ProCertX.

Search/Enroll

Includes:

Payment, Cancellation and Training Policy
Filter by Days Until a Certificate Expires
Export Active Profiles to Excel
Grant Certificates
Grant Host Certificates
View Granted Certificates
Enroll in a Training Session (and tips!)
Un-Enroll from a Training Session

Profile

Includes:

My Profile, Request to Join Company, Upload Profile Photo, Send Reset Password, Email Notifications
List All
Upcoming Trainees
Create New (User), Upload Profile Photo, Print Badge (NOTE THIS IS THE EMPLOYEES PROFILE AND THE IMPORTANCE OF ENTERING ACCURATE PHONE NUMBERS AND PERSONAL EMAIL ADDRESSES SO THE PROFILE CAN BE ACCESSED AFTER EMPLOYMENT HAS CEASED)
Deactivate User vs Remove Employee From Company (NOTE THE DIFFERENCE)

Training > Training Sessions

Includes:

Scanning Attendees In/Out
Granting Certificates
Canceling a Training Session

Safe Site

Includes:

Landing Page
Add New
View
Edit
Deactivate
Live Log

Administration > Companies

Includes:

(MISC)
Add New, View, Edit, Delete / Disable
Connected and Member Companies

Administration > Certificates

Includes:

(MISC)
Add New, View, Edit, Delete/Disable

Administration > Training Location

Includes:

(MISC)
Add New, View, Edit, Delete/Disable

Administration > Training Courses

Includes:

(MISC)
Add New, View, Edit, Delete/Disable

Administration > Training Sessions

Includes:

(MISC)
Add New, View, Edit, Cancel, Delete/Disable

Administration > Reports

Includes:

Reports (expand on this)

Frequently Asked Questions (FAQ)

Includes:
Miscellaneous Q and A