Managing Certifications (a Weekly Open Office Hours Session)

This session of the Redlist Weekly Office Hours covers recent updates to the Certifications feature including multi-group assignment, custom expiration rules, training material attachments, and automation tools for streamlined compliance tracking, which helps users manage employee and asset-related certifications, licenses, and inspection records. The session explains the three primary views—by group, employee, and asset—and introduces new capabilities such as assigning a single certification to multiple groups, customizing expiration settings, and attaching forms, videos, or training materials. Users can automate notifications and generate recertification tasks to ensure compliance and streamline workflows. Integration with the AI help desk also allows users to quickly access resources and step-by-step guides for managing certifications.