Certificates
Feature 4: Certificates Overview The Certificates feature helps crew members store and track their qualifications and certification renewals.
Key Function
Upload and manage certification records.
Set reminders for expiration dates.
Step-by-Step Guides
Go to "Certificates" in Crew Management to view a users certificates. Click on their name or the drop down arrow. A list of their certificates will show up. Green means in date, orange means expiring in 90days and Red the certificate is expired.
To upload a new certificate click on the pencil icon which will direct you to the users settings.
Click on the 'bulk upload' tab to upload new certificates. Fill in the details of each certificate and save.
Set notification dates when uploading certificates for renewal deadlines so you can stay on top of expiring certificates
Back in crew management > certificates > you will see an export tab at the top right hand side of the page. Click on the 'export' button to export a list of all the users certificates
FAQs
Q: How will I know when a certificate is expiring? A: We have a traffic light system to notify users when their certifications are expiring. Red means a certificate is expired, orange means a certificate will expire in the next 90 days, green means a certificate will expire in 90 days or more.
Q: How do i delete crew certificates? A: go to crew management > Certificates > click on the pencil icon > it will redirect you to the user settings > Scroll to the far right of a certificate and you will see the eye icon/edit/delete. Select delete.
Q: When a crew member departs can i export a list of their certificates? A: Yes there
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