Administration Guide › Certifications › Create a Certification Template

Create a Certification Template

Use the certification wizard to create templates for Compliance Officers to select from when running certifications. These templates contain most of the information that is required when starting a certification.

Follow these steps:

1. Review the certification prerequisites.
2. In the Portal, go to Compliance Management, Certification Templates.
3. Select the universe where you want to apply the template.
4. Click Add Template.
5. Move through the steps in the wizard, and provide the appropriate information.
6. Click Finish to save the template.