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Certification Levels for Elements

Metric Insights provide a granular method for certifying Elements by creating various Levels of Certification.

This article covers:

  1. Default Certification Levels
  2. Add a New Certification Level
  3. Setting the Certification Level on Elements
  4. Objects that Allow Setting Levels of Certification
  5. Where Certification Levels are Displayed
  6. Where Certification Levels are available for Filtering

NOTE:

1. Activate Certification Levels

To use Certification Levels, the Administrator has to activate corresponding System Variables.

Access Admin > System > System Variables  

  1. Enter "cert" in the Search field to limit choices.
  2. Set ENABLE_CERTIFICATION_FILTERING to "Y" to allow filtering on the Homepage by Certification Level.
  3. Set  ENABLE_CERTIFICATION_LEVELS to "Y" to enable the Levels option.
  4. [Commit Changes] and your new Levels will be applied.

NOTE: All Elements that were previously set to Certify = "Y" will now be set to the Level designated as Default.

2. View Default Certification Levels

Access Admin > System > Certification Setup

Initially, your system will be set up with three Levels, but you can change any of these or add new Certification Levels.

  1. Three Levels are installed by default. Bronze is the lowest level and Gold is the highest.
  2. The User can modify any of the existing Levels by clicking on the Level's Name link.
  3. To delete any Level except the one designated as Default, click the garbage can icon.
  4. Select [+ New Certification Level] to add a new Level

3. Add a New Certification Level

  1. Name: Select a descriptive name.
  2. Color: Pick a color by clicking a square on the color chart.
  3. Description: Optionally, add a description.
  4. Default: Indicate if this Level is the default one. There can only be one Default Level. When Certification Levels are activated, all "yes" certifications will be reset to this Level.

[Save] the changes.

4. Setting the Certification Level on an Element Editor

Access Content > Elements, open an Element Editor and go to Info tab

  1. Activate the Certified toggle switch.
  2. Certification Level: Select the level from the drop-down menu.
  3. [Save]

5. Where the Certification Level is Displayed

5.1. Homepage tiles

  1. Tiles on the Homepage will display Certification Levels if assigned.
  2. Hover over the Certified icon to display the same information as is displayed by the Info icon on non-certified Elements.

5.2. Tile Previews

5.3. Element Viewers

5.4. Lineage Diagrams

6. Where Certification Levels are Available for Filtering

6.1. Homepage Filter

6.3. Elements List

BEST PRACTICES:

  • Implement a clear certification process with defined levels.
  • Use certification to indicate the reliability and importance of Elements.
  • Regularly review and update certification status using Publishing Workflows.
  • Use certification auto-sync for efficiency.