Keeping the tracker up to date · Infinite Solutions

Step 1Where to edit

Edit a row and the pages follow. No developer, no republishing.

Most edits happen here

Certifications list →

…/sites/HumanResources/Lists/Certifications

New hires and leavers

People list →

…/sites/HumanResources/Lists/People

Reported corrections

Corrections list →

…/sites/HumanResources/Lists/Corrections

All three live on the Human Resources SharePoint site, the same site as the PTO spreadsheets. If you lose these links, open Site contents and they are listed there. Worth bookmarking the Certifications list.

Changes appear within about five minutes. Refresh the tracker. To see an edit immediately instead of waiting, open hr.infinitesolutionsllc.com/learning?fresh=1.

Making several edits at once? Use Edit in grid view in the list toolbar. It behaves like a spreadsheet, so you can tab across and paste down a column.

Step 2The five things you will actually do

1Someone passed an exam they were working on

Certifications list · edit the existing row

Change Status from In progress to Earned, put the date in DateEarned, and set DatePrecision to Exact.

They leave the In Progress tab, the certification turns solid on their card, and the coverage figures update.

2Someone passed an exam that is not listed at all

Certifications list · add a row

Column	What to put
Title	Their name, spelled exactly as in the People list
CertificationName	The certification as you want it displayed
ExamCode	e.g. `SC-300`. Leave blank if it has none
Vendor	`CompTIA`, `Microsoft`, `Cisco` or `Other`
Status	`Earned`
DateEarned + DatePrecision	The date, and how precise it is

3Someone started working toward an exam

Certifications list · add a row

The same as adding one, but Status = In progress and leave DateEarned empty. If they have an exam booked, put it in ExamDate and the card shows that date instead of the words “In progress”.

4A new hire, or someone has left

People list, not Certifications

New hire: add a row. Title = their name, RosterStatus = Current. They appear straight away under “no certifications on record yet” until they have one.
Someone left: change RosterStatus to Former. Do not delete them. Their certifications move to the Past Employees tab and stop counting toward team figures.

Add the person to People first, then their certifications. A certification for somebody not on the People list is ignored on purpose — that is what stops a typo creating a phantom team member.

5Someone reports a correction

Your inbox today · Corrections list later

The “Report a correction” link on each card emails you, alongside the existing process of people sending their badge and completion details to their supervisor, Ruben and you.

The Corrections list is ready for when we switch that link to a proper queue, so you can work through it with a status of New, Applied or Rejected instead of an inbox.

ReferenceThe columns, and the three worth explaining

Only these matter. Anything else on the list is SharePoint’s own plumbing.

Column	Notes
Title	The person’s name. It is labelled “Title” because SharePoint reserves that first column — it still holds the name
CertificationName	Free text, shown exactly as you type it
ExamCode	Drives the architecture ladders and the matrix. Blank is fine: the certification still shows on the person’s card
Vendor	`CompTIA` / `Microsoft` / `Cisco` / `Other`. Sets the chip colour
Status	`Earned` / `In progress` / `Scheduled`
DateEarned	Blank on an earned certification is what produces the amber `date?` tag
DatePrecision	`Exact`, `Quarter` or `Year`
ExamDate	Optional. A booked exam date for something in progress
RenewalOf	The exam code this row renews
SourceNote	Free text shown after the certification name

Why DatePrecision exists

Nothing in the records we imported has an exact date: 67 entries are year-only and 60 are quarter-only. Without this column the page would print 1 January 2021 and imply an exam day nobody ever wrote down. Set Year or Quarter and it displays 2021 or Q4 2022 instead. Use Exact from here on, where you know the real date.

Renewals

If someone renews a certification they already hold, add the row and put the exam code in RenewalOf. It shows on their card marked renewed but does not count as a second certification. If they had never held it, leave RenewalOf blank — then it counts as earning it, which is what it is.

One row covering two exams

If a single entry really is two exams, put both codes in ExamCode separated by a semicolon: MD-100;MD-101. Two of the imported records work this way.

Good to knowThings to avoid, and what is not yours to change

Please avoid

Renaming columns. The pages find each column by its name. Rename one and that information disappears from the site.
Deleting someone who has left — set RosterStatus to Former instead, so the history survives.
Adding new columns and expecting them to appear. They will not; the pages have to be taught about a new column first.
Renaming the lists, for the same reason as columns.

None of these break anything permanently and none can lose data — but the pages will stop showing something until it is put back.

Not yours to change

Two things look like they belong here and do not:

The architecture tracks and exam retirements on the By IT Architecture tab are held in the site’s code, not in a list. When Microsoft announces a retirement or a new exam, tell Alex or Ruben rather than looking for a column.
The organisation chart comes from a separate file. Changes to reporting lines go through Alex.

Who can see this

Every signed-in member of staff can see the whole tracker, by design — that visibility is the point of it. So treat SourceNote as public to the team and keep anything personal or sensitive out of it.

AfterwardsChecking it worked, and your running to-do list

Checking it worked

Make one change, wait a minute, and refresh the tracker.
The four figures at the top should reflect it.
If nothing changes after five minutes, the page has quietly fallen back to its last known-good copy rather than showing a blank page. That means something is wrong with the connection, not with your edit — tell Alex, and your edit is still safely in the list.

Your running to-do list

Certifications with no date show an amber date? tag on the By Person tab — 26 of them at the moment. To work through them, sort or filter the Certifications list by DateEarned and the blanks group together.

For informationWhat the pages work out for themselves

You do not maintain any of this. It is all calculated from the rows:

Who holds what, and the totals at the top of the page
Whether a certification counts as covered — two or more people hold it; a single holder is flagged as a single point of failure
That a retired exam does not count as covering the exam that replaced it

Which architecture track each certification sits on, and the matrix grid
The archive of former employees
The year range in the page footer

Updating the Certification Tracker