PRO-WATCH® 6.

0
PRO-WATCH® UTILITY CERTIFICATION

USER GUIDE
7-901071V29 | July 2022
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 TABLE OF CONTENTS
i
Pro-Watch® 6.0 i
Pro-Watch® Utility Certification i
User Guide i
7-901071V29 | July 2022 i
Table of Contents v
Utility Certification Module 1
Overview 1
The Certification Process 1
Certification Function Permissions 2
Creating a Certificate 3
“Enabled” Check-Box 4
Assigning a Certificate to a Clearance Code 4
Assigning a Certificate to a Badge-Holder 6
Assigning a Clearance Code to a Card 7
Overriding Certificate Clearance Code Check 8
Auditing 8
Certification Reports 9
Certification Report 10
Badge Certification Report 11
Clearance Code Removed Audit Report 12
Remove Clearance Codes on Expire Report 13
Badge Certification Expiration by Date Report 14

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 UTILITY CERTIFICATION MODULE

OVERVIEW
The new Pro-Watch certification module/functionality allows operators to define and track
certifications/trainings for a badge-holder. The certifications are necessary to assign clear-
ance code(s) which have certification requirements to a badge-holder.
When creating a new certification, the user must provide the number of days the certification
is valid for. When the certification is added to the badge-holder, the expiration date will be
calculated based on the certification date and the number of valid days.
Advanced Badging requires a badge-holder to have the certification before the clearance
code can be assigned to the badge-holder’s card. If the clearance code is assigned to the
badge-holder’s card before the certification, Advanced Badging will display a screen indic-
ating a Certification violation. If the clearance code is assigned as part of a company,
Advanced Badging will remove that clearance code when resetting the company clearance
codes.
Clearance codes with certifications marked as “Remove on Expire” will be removed from the
badge-holder once the badge-holder's certification(s) expire.

THE CERTIFICATION PROCESS

Certifications can be assigned to Pro-Watch clearance codes.
When assigning a certification to a clearance code, the operator has the option to allow the
clearance code to be removed from the card by setting the “Remove on Expire” option when
the certification expires for the badge-holder. The Pro-Watch server will run a process every
night at midnight to remove clearance codes assigned to cards whose certifications have
expired. Clearance code deletions will be audited.

There is a program/function for a class and/or user to override the check for the
CERTIFICATION before assigning a clearance code to a card.

Follow these steps:

In Advanced Badging, create a new Certification. Set the number of days for which the cer-
tification will be valid.

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 In Pro-Watch, assign certification(s) to a clearance code and set the “Remove on Expire”
option of the Certification.
In Advanced Badging, assign a certification to a badge-holder. The certification will have
an expiration date. If the certification tab does not appear, turn it on through Badge Pro-
files module.
When issuing a card to a badge-holder and the clearance code being assigned has a cer-
tification associated with it, Advanced Badging will require that the badge-holder has that
certification or the clearance code cannot be assigned.
If the “Remove on Expire” option of the certification is set to “Yes”, then when the badge-
holder certification expires, clearance codes assigned to that badge-holder associated
with the expired certification will be removed from the card.

CERTIFICATION FUNCTION PERMISSIONS

Certifications Permissions

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 There are four function permissions available for Certifications under User > Programs >
Database Configuration > Certifications.
Add Certifications: Create new Certifications under the Certification Module.
Delete Certifications: Delete Certifications under the Certification Module.
Query Certifications: View the Certifications module under Advanced Badging > Admin-
istration.
Update Certifications: Edit Certifications under the Certifications Module.
If all function permissions are revoked, then the "Certifications" module will not show up in
Advanced Badging.

If the Update, Add, or Delete permission is granted, it will supersede the Query per-
mission. Users with query only will be able to see the certifications module and the cre-
ated certifications, but will be unable to make any changes here.

CREATING A CERTIFICATE
In Advanced Badging, on the left hand side under Administration, select Certifications.
Create a certificate and enter the number of Valid Days that the certification will be valid for
when assigned to a badge-holder.

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 Certification Screen

“ENABLED” CHECK-BOX
The "Enabled" check-box sets whether or not this certification will be enforced. Cer-
tifications that are not enabled cannot be added to a clearance code and cannot be
assigned to a badge-holder.

ASSIGNING A CERTIFICATE TO A

CLEARANCE CODE

If a certification is added to a clearance code and the badge-holder is not assigned

the certification, the user will be unable to edit the save changes to that badge until

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 (a) the certification is added to the badge-holder or (b) the user is granted the override
program function. See "Overriding Certificate Clearance Code Check" on page 8.

In Pro-Watch’s Database Configuration module, select Clearance Codes.

Either edit or add a new clearance code.
Select the Certifications tab and add a certificate

Assigning Certificate to Clearance Code

The “Remove on Expire” flag determines whether the clearance code is removed when the
certification assigned to a badge expires on an active badge-holder card.

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 ASSIGNING A CERTIFICATE TO A

BADGE-HOLDER

The users cannot add a certification with a future certification date.

If a certification is added to a clearance code and the badge-holder is not assigned

the certification, the user will be unable to edit the save any changes to that badge
until (a) the certification is added to the badge-holder or (b) the user is granted the
override program function. See "Overriding Certificate Clearance Code Check" on
page 8.

In the Advanced Badging module, in the Certifications tab, assign a certification to a

badge-holder. A certification and certification date are required:

List of certifications

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 In the above list of certifications, GREEN rows denote valid certifications; RED rows denote
expired certifications.

If the Certifications tab is not visible, go into Pro-Watch and edit the Badge Profile.
Select the Database Configuration module; then select Badge Profiles. Edit the
Badge Profile and check the Certification Page check-box. Re-start the Badge Pro-
file.

ASSIGNING A CLEARANCE CODE TO A

CARD
When assigning clearance codes to a new or existing card and the clearance code has cer-
tificates assigned to it, Advanced Badging will check if the badge-holder has valid cer-
tificates before allowing the clearance code to be assigned. If the badge-holder does not
have the required certificates to get the clearance code, the following screen will display the
certificates required for the badge-holder.

Certifications Required for Clearance Code

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 OVERRIDING CERTIFICATE CLEARANCE CODE CHECK
Select Database Configuration > Users.
Select the Programs tab. Select and click Badge Maintenance > Badge Maintenance
in the tree-view.
Click the Add Function command button to display the Programs and Functions dialog
box:

Select the Grant option button and click OK to enable bypassing any checks for cer-
tifications when assigning clearance codes to a card.

AUDITING
In Advanced Badging, select the badge-holder. From the menus, select Badge History.
A clearance code that was deleted for a certification expiration date will be noted in the
Notes column.

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 Badge History Screen

CERTIFICATION REPORTS
Launch Pro-Watch Compliance Report Manager, then select Pro-Watch Reports > Cer-
tification Reports sub-directory view the Certification Reports:

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 CERTIFICATION REPORT
Certification Report list those certifications that can be assigned to a badge-holder and
clearance code.

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 Certification Report

BADGE CERTIFICATION REPORT

Badge Certification Report lists those badge-holders who have certifications assigned to
them.

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 Badge Certification Report

CLEARANCE CODE REMOVED AUDIT REPORT

Clearance Code Removed Audit Report lists those clearance codes removed by the
nightly process because their certification has expired.

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 Clearance Code Removed Audit Report

REMOVE CLEARANCE CODES ON EXPIRE REPORT

Remove Clearance Codes on Expire Report lists those clearance codes that have cer-
tifications assigned to them.

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 Remove Clearance Codes on Expire Report

BADGE CERTIFICATION EXPIRATION BY DATE REPORT

Badge Certification Expiration by Date Report lists those certifications that expire by
the selected date.

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