Author Topic: Updating Certifications Check  (Read 454 times)

rochs

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Updating Certifications Check
« on: October 11, 2017, 10:15:55 AM »
Hello,

I mentioned this a long time ago, but would still like it considered for a product update. We need to modify 20 or so Certifications Checks in the Configuration tab for about 80 members. The titles of the checks are going to change, but some are already checked off. Even after you change the title of the Certifications Check in the Configuration tab, the "check" remains on the Member's profile.

Going through all 80+ members and unchecking every box is going to be very labor-intensive. It would be helpful if they cleared by default when the Certifications Check is changed, or if there was a way for an admin to uncheck all for all members. Thanks.

Rich

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Re: Updating Certifications Check
« Reply #1 on: October 11, 2017, 11:45:37 AM »
Yes, we can see how that would be frustrating. To clarify for other users, if you have a Certification Check of "Ham Radio Operator" and members with that field checked, then later change that field to read "Heavy Equipment Operator", the original members that had that field checked will now continue to have that field checked. The Ham Radio Operators are all now Heavy Equipment Operators. The Certification label changes, but the check mark or certification type or certification date will remain.

That necessitates manually removing all the previous information in the field you wish to change. We suggest printing the Certification Status Report on the Member record before proceeding.

We will review that feature request and update as necessary. The info couldn't clear by default as a team might just want to clarify a field's label description without losing the existing data. The mechanism would probably have to be as you suggest, allowing an administrator to clear a field over the entire team.