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🧑‍🏫 How to Create and Use Certifications in Next Plus

Written by Alex Merkin

Here’s a quick guide to setting up and using certifications in Next Plus.

🔧 Step 1: Go to the Certification Settings

  1. Go to Settings > Users > Certification

  2. You’ll see a list of all certifications in the system, along with their expiration status and assigned users

➕ Step 2: Create a New Certification

  1. Click the red plus (+) button

  2. Fill in:

    • Name (mandatory)

    • Description (optional)

    • Days to Expire (enter 0 for no expiration)

  3. Click Add

👥 Step 3: Assign Users to a Certification

  1. Click the person icon next to a certification

  2. Press the red plus (+) to add users

  3. Select users from the list and click Add

🔐 Step 4: Use Certification in a Workflow Step

  1. Go to Modeling > Workflows

  2. Open your workflow and select a step

  3. In the right panel, expand the Signatures section

  4. Add a new Required Signature and select the desired Certification

    • You can set it as the main signature or add multiple certifications

✅ Only users with the matching certification can approve that step!
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