How to set up certification types, alert days and assignment checks
How to set up certification types, alert days and assignment checks. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open People → Certification types & alerts (Administrators and Office managers).
- Press to add a new type and fill in the name, the Issuing body, Valid for (months) (this suggests the expiry date from the issue date), whether a document (PDF or photo) is required, Required for these job and work-order types and Required for these roles (Foreman, Crew member, Driver, Inspector). A type with a role and no job types means everyone in that role must hold it; a type with job types means only people assigned to that kind of work.
- In Alerts and assignment checks set Alert this many days before expiry (default 60, 30, 7, 0), and choose Warn, but allow or Block (a manager can override with a reason).
- Choose who is told: Email the worker and Notify managers and the office (in-app and email). Press Save settings.
Tip
A type cannot be deleted; it is archived and its records stay.