After a Certification has been added to the system, you can assign it to a Staff Profile. Additionally, you will have the option to mark a certification as mandatory and add an alert so you or the Staff Member will be warned before their certification expires.
NOTE: To learn more about how to add a certification for your organization, see Add, Edit, or Delete Certification documentation.
Jump to Section: [Add Staff Certification] [Mark as Mandatory] [Add an Alert]
Add Staff Certification
- Hover over the Managers tab in the Navigation bar and select Staff Manager from the drop-down.
- Click on the Staff Name.
- Locate the Add Certification section on the right side of the screen.
- Select Certification Name from drop-down.
- Select Date Issued and Expiration Date as applicable.
- Click Add Certification.
- Certification is listed above in Current Certifications list.
Mark as Mandatory
- Locate appropriate certification in Current Certification list.
- Click checkbox for appropriate certification.
- Click the blue link to Set checked certifications as Mandatory.
NOTE: If a Mandatory Certification expires, Staff will not be able to enter note documentation.
Add an Alert
If you add an alert, the desired staff will automatically be notified in their Alert Center when the certification is set to expire.
- Click the Alarm Clock icon.
- Select appropriate staff that should be notified in Assign to additional staff.
- Enter desired number of days for Show reminder __ days before the date.
NOTE: 99 is maximum days allowed.
- Click Create Alert.
NOTE: Certification Alerts will show in the Alert Center on the dashboard.