Hereβs a quick guide to setting up and using certifications in Next Plus.
π§ Step 1: Go to the Certification Settings
Go to Settings > Users > Certification
Youβll see a list of all certifications in the system, along with their expiration status and assigned users
β Step 2: Create a New Certification
Click the red plus (+) button
Fill in:
Name (mandatory)
Description (optional)
Days to Expire (enter
0for no expiration)
Click Add
π₯ Step 3: Assign Users to a Certification
Click the person icon next to a certification
Press the red plus (+) to add users
Select users from the list and click Add
π Step 4: Use Certification in a Workflow Step
Go to Modeling > Workflows
Open your workflow and select a step
In the right panel, expand the Signatures section
Add a new Required Signature and select the desired Certification
You can set it as the main signature or add multiple certifications
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Only users with the matching certification can approve that step!
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