This new experience with Certifications has added more capabilities to easily created, edit, and track certifications in your business! Please review the information below on how to get started.
- Click Operations or HSE on the left Menu Bar
- Click Certifications
- Click the "Add" Certification button near the top left corner of the screen
Create Certification Fields and Settings:
Fill in the required fields as you create the new certification for your company and specify if the certification is meant for Employees, Assets, Client(s), or jobsite locations.
You can set how frequently the certification will need to be renewed. The Notification section allows you to decide who can be notified of when the certification is about to expire. The generate task section is if your team would like a task made for tracking the status of what is needed for the certification to renew.
Select a Certification to view additional details such as which employees/assets are assigned to the certification, renewal and notification rules, as well as files.
Edit the certification as requirement adjustments come up for your business.
You can also add an Employee or an Asset to a certification for tracking and adjust specific information regarding when the certification was awarded and when it should expire next
After adding employee's, you can edit certification awarded and expiration dates, see an activity log of the employee or assets certification history for the certification over time, and lastly adding files for that employee to the certification
Simply click on the employee's name to see the activity log or to update the certification for a specific person
Please contact email@example.com if you have more questions on how to do more than what is listed here to get you started!