Setting up Credential and applying them to Contracts is an Administrator function. Your administrator can do this by taking the following steps.
Credential Types
First of all the credentials need to be set up as Credential Types in the admin section. To do this click on the admin gearwheel in the top-right of the screen, then select Credential Types:
This screen will display a list of the Credential Types currently set up in your instance. To add a new one select +New Credential Type:
You will next need to fill out the details of the credential. The details required are:
- Credential Source: Select whether this credential is required by an Entity or a Service Provider.
- Credential Name: Name of the credential, e.g. Public Liability Insurance.
- Credential Requirements: Instructions for what is required for this credential.
- Renewal Date Required: Select whether this credential will need to be renewed on a regular basis. If yes some further fields will appear for notifications around the credential renewal date.
- Evidence: Will this credential require evidence to be uploaded against it, e.g a certificate.
- Show Optional Evidence Attachment on Credential Request: If the evidence is optional, do you still want the Entity/Service Provider to have the option of uploading evidence.
- Credential Details: Does the Entity or Service Provider need to provide a description of the credential when uploading it.
After selecting Create the new credential will appear in the list.
Eligibility Criteria
Once the credential types have been created they will need to be set up against a template before they can be requested.. To do this select Folio Templates from the admin section:
On the list screen for the templates select the template that will require the credentials. Then on the Details screen for that template select Edit:
Then scroll down to the field labelled Credentials and Eligibility Criteria. If the field is currently not ticked, then tick it and two new options will appear, Entity Eligibility Criteria and Service Provider Eligibility Criteria:
If you click into one of these fields you will see a list of the Entity or Service Provider Credential Types that have been set up:
Select the ones that you want, then hit Update. If you scroll down on the Details screen you will now see that these Credential Types are required for this Folio Template:
Requesting Credentials
Once the Eligibility Criteria for a template has been set up, you can begin requesting the Credentials from the Entities and Service Providers by going to the individual records made from that template. For instructions on requesting credentials use this article
https://folio.zendesk.com/hc/en-us/articles/216661188-Requesting-credentials
Uploading Credentials
Once they have received a credential request, then entity or service provider can upload the credential through the request. For instructions on how to upload a credential use this article:
For more information on Credentials click here.