Create & Define Certification & License Types

Create & Define Certification & License Types


This tutorial will explain to you how to add & define and new compliances, certifications & qualifications into the system which can then be assigned to your staff or to your job sites. 

To add a new compliance type:

1. Click on Setting > Setup Tables > Certifications/Licenses

2. Click on the button:  
3. The system will display and open a new window, fill out the required information




4. Enter the name of the certificate/license or the document name

5. Select YES if the certificate or document is renewable and has an expiry date.


Certification & Qualification Types

You can define and create any document type that you need to track and get reminded for.
Certification/License & qualifications can also include any of the following type of records:

• Certifications obtained • Driver & other licences • Performance/professional ratings
• Competencies • Work Permits • Skills • Experience • Inductions
• Site Inductions • Insurance Policy • Site Map.....etc


Add & Define Employee Compliances

Once you create & define your compliances, you can go to each employee and add all of their compliance's. To do this
  1. Go to Employee screen, select an employee by clicking on their name
  2. Go to the Licenses/Certificate Tab
  3. Click on Add button to add a new compliance record for the employee 
Click here to see the video on how to add and maintain the employee certificates/Licenses.


Reminders & Alerts

In order for the system to send automatic reminder & alerts prior to the expiration date, you
will need to enable & configure the certification alerts by going to
Setting > APP Settings > Cert/Licenses Setting

Click here to see the video on how to configure and enable certifications reminders & alerts.







See how to add & Maintain Employee licenses & Certifications



See How to Run the Employee Compliance Report






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