Adding Training Certificates & Permits

Want to store First Aid Certificates, Food Safety Certificates, Registration certificates or a Team Member's Qualifications? 

In this Article:

Add your Certificate/Permit

Note: Resources have a 5MB size limit. If you have larger files add them to a Google Drive (or similar File Storing System) then upload the shareable link as a URL Resource.

There are two different ways you can add your Certificate/Permit Resource, you can either: 

  • Make them an Attached Resource - They belong to a User, Equipment or Supplier e.g. First Aid Certificates, Food Safety Qualifications, Supplier Certificates etc. These Resources can only be viewed by the Administrator, Manager, Tablet (Manager) or User whose Resource it is.
  • Make it a General Resource - These can be added from the Resources page on the Web and can be viewed by everyone who has access to the Administration Console. e.g. Certificate of Registration, Food Safety Certificates etc. 

To do this:

  1. Login to your Web Console
  2. Go to Business & Users.
  3. Click Users.
  4. Add a new User or  Edit an existing one.
  5. Click the Green Plus button. 
  6. Select whether you want to upload a File or URL Resource.
  7. Click Resource Type and select Certificate or Permit.
  8. Fill in the rest of your Resource Details and attach your Resource 
  9. SAVE.

Adding a General Resource: 

  1. Login to your Web Console.
  2. Go to Resources.
  3. Click Certificate or Permit.
  4. Click the Green Plus Button.
  5. Select whether you want to upload a File or URL Resource.
  6. Fill in the rest of your Resource Details, attach your Resource 
  7. SAVE.

Viewing your Certificate/Permit

If you want to view the Certificate or Permit you've added, you can do this by: 

  1. Go to Resources.
  2. Click Certificate or Permit.
  3. You should see your Resources added to the List.
  4. Resources attached to a User, Supplier or Equipment will be Shown with an icon and what it belongs to. General Resources will be blank. 
Note: You can only view Certificates/Permits attached to a User from the Web. This is for Privacy Reasons.

Monitoring your Certificate/Permit

You can monitor the expiry date of your Certificates & Permits through both User Notifications and the Dashboard status. 

Dashboard Status: 

  • Log in to the Web Console
  • Scroll down to the Certificates and Permits section - you will be able to see what Certificates/Expiring soon

Setting User Notifications: 

  • Log in to the Web Console
  • Click on the Staff and Users 
  • Click on the Pencil Icon  to edit and update notifications 
  • Scroll down to User Notifications and turn on the one that corresponds to Certificate Expiry

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