Next Plus

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

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🔧 Step 1: Go to the Certification Settings

Go to Settings &gt; Users &gt; Certification

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

1. Go to Settings &gt; Users &gt; Certification
2. You’ll see a list of all certifications in the system, along with their expiration status and assigned users

- Name (mandatory)
- Description (optional)
- Days to Expire (enter <code>0</code> for no expiration)

1. Click the red plus (+) button
2. Fill in:
 - Name (mandatory)
 - Description (optional)
 - Days to Expire (enter <code>0</code> for no expiration)
3. Click Add

👥 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

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

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

1. Go to Modeling &gt; 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!