Description of Operations - Language Library

The description of operation's language library can be created to include common verbiage templates that a user can select and paste onto their certificate to help streamline an agency's DOO verbiage.

Continue reading below to learn how to create and manage this Language Library.


 

To access the language library, under the Managers menu, click "Desc of Ops".

 

This will bring you to the language library manager.

Depending on their permissions, users can create and manage entries in their Language Library, which are then accessible from the Description of Operations on the Certificate Editor and COI Template Editor pages. 

 

To create a new language library template, click the orange "+ Create Template" button.

 

This will bring you to the template creator.

Give your template a name, providing unique identifying details to differentiate it from other templates. 

Enter the content of the template.

 

When you are ready to save the template to your manager, click the blue "Save" button.

 

The template should now be saved to your language library manager.

 

An active template offers several actions that a user can take by selecting the "Actions" dropdown.

Edit -  this will allow you to edit the language library template.

Deactivate - this will allow you to deactivate the language library template, removing it from view. This action will update the language library template to an inactive status, allowing it to be viewed again by using the filters.

Delete - This option allows you to delete the language library template from Certificate Hero completely. This action will render the language library template inaccessible for viewing again.

 

When you select "Edit" the language library template, you will be taken to the template editor.

From here, you can make any needed revisions to the existing template.

 

When you are ready to save the revisions to the template, click the blue "Save" button.

 

You will be brought back to your language library manager again.

 

To learn how to add the language library templates to the description of operations of the certificate, you can click HERE.

 

Language Library permissions can limit a user's ability to create, deactivate, or delete templates, as well as limit what they can add to certificates if needed.

For more information on permissions, please refer to the GROUP PERMISSIONS.