Every certification card on a customer points at an agency and a level from your own catalogue. The catalogue lives under Certifications in the Resources group of the sidebar.
The Active tab lists your agencies as rows: the name, Primary agency beside your own, and a line such as "11 of 11 levels". Press a row to open its levels.
Add an agency
- Press Add agency.
- Enter the Agency name and press Add agency.
A custom agency has a pencil that opens Edit agency. A standard agency (PADI, SSI, SDI, NAUI, TDI or CMAS) and your primary agency have none, because DivePilot finds their levels by name.
Choose the levels you recognise
An open agency lists its levels with short code and depth. A standard agency lists every standard level, switched on or not, and marks the ones you added Custom.
The switch on a level says whether your centre recognises it. On, the level is offered wherever a certification is picked: customers' cards, booking and registration forms, course templates and dive group requirements. Off, it is archived: no longer offered for new choices, but still listed, dimmed, so you can switch it back on. Cards, course templates and dive groups that already have it keep it; their pickers show it by name with Switched off, to keep or clear.
The pencil on a switched-on level opens Edit level: Level name (fixed for a standard level), Short code and Max depth (m); press Save changes. A rename looks the rank up again: a name DivePilot knows for the agency has one, any other has none.
To add your own, press Add level under the agency's levels, enter the Level name, optionally a Short code and the Max depth (m) (whole metres, up to 150), and press Add level. A name the agency already has is refused, even for a level switched off.
Archive an agency
The Archive icon asks "Archive agency?". The agency moves to the Archived tab, with "Archived on" and the date; Restore brings it back with its levels as they were. Its levels are then not offered for new choices, while cards, course templates and dive groups that already use them keep them. Archiving your primary agency is allowed; the confirmation adds that certification pickers then no longer open on it.
Short codes
A Short code of up to 8 characters, such as OW or DM, is used where space is tight, like the departure board. Standard levels come with one; a level without one shows its full name. See The departure board on a TV.
Ranks and the highest card
Standard levels sit on a ladder: Scuba Diver, Open Water Diver, Advanced Open Water, Rescue Diver, Divemaster, Instructor. TDI levels have a ladder of their own, from Intro to Tech up to Advanced Trimix Diver. This rank decides which card a customer's header shows. Specialty and custom levels have no rank and never outrank a ranked card; a customer with only those shows the latest issued.
Cross-agency matching on trips
A boat trip's dive group can require levels. Check certifications on the group matches each customer against them across agencies: the same level, an equivalent level from another agency, or a card of equal or higher rank on the same ladder counts. The panel shows which card matched and what each diver holds, and recommends a manual check when a card only matches on depth. Where requirement and card are both from your primary agency, a card whose depth limit is at least the requirement's is a full match; only a depth-only match with another agency is flagged. It never blocks a booking or a seat.
Your primary agency
It is chosen when the dive center signs up. The note at the bottom of the Dive centre tab under Settings names it; contact support to change it. The level pickers for a dive group's required certifications and a course template's levels open its list first.
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