Overview
Certification Processes in Mobaro help track and validate the qualifications of team members. These processes integrate with Checklists and Competencies to ensure that only authorized personnel can perform specific tasks. Certification Processes can also include expiration settings and require validation by assigned reviewers.
Steps to Create a Certification Process
Navigate to Certification Processes
Open the sidebar and expand the 
Competencies section. Select Certification Processes from the dropdown menu.
Create a New Certification Process
Click the + Create button in the Certification Processes section.
General Settings
Enter the Name for the Certification Process. Select the Awarded Competency to assign upon completion of the process. Link a relevant Checklist that assignees must complete. optional Add any Required Competencies that assignees must hold before starting the process.
Note: Users must hold active Required Competencies to start a Certification Process. Expired or deleted Competencies are not valid.
Assign Roles
Under Assignees & Reviewers, add the users or groups who will participate in the process. Assign one or more Reviewers to validate the completed certifications. optional Enable the Require Validation toggle to ensure that certifications are reviewed before being finalized.
Set Expiration Rules
Open the Competency Expiration section and choose an expiration rule for the awarded competency:
Never: The competency does not expire.
At an Exact Date: Specify a fixed expiration date.
Relative to Process Completion: Set a dynamic expiration based on the completion date of the process.
Save and Finalize
Click 
Save to finalize the Certification Process. It will now appear in the list of active Certification Processes, where progress can be monitored.
Monitoring Certification Process Progress
Navigate to the Certification Processes list to view all processes. Progress is displayed for each participant, including the following categories:
Completed: Participants who have successfully completed the process.
Existing Certification: Participants who already hold the certification.
Awaiting Completion: Participants who have not yet completed the required steps.
