Worker certificates register
Every ticket in the company with status colours and filters (several at once), sorting and export.
Where: Dashboard → Certificates
Who can: Certificates: View
Certificates
Every ticket with its expiry, reminders at three months and two weeks, which positions require which tickets, and who has verified each one.
Who uses itWorkerSupervisorAdminPlanAll plans
On the admin side
6 featuresDashboard and the Admin paneCertificate types
The tickets your company tracks.
Where: Certificates → Setup → Certificate types
Who can: Certificates: Edit
Assignments
Which tickets are required, by position or for one worker.
Where: Certificates → Assignments → Positions / Workers
Who can: Certificates: Edit
Worker compliance
Who is missing or expiring what, against their requirements.
Where: Certificates → Worker Compliance
Who can: Certificates: View
Upload and import
Drop several tickets in at once, or import a batch.
Where: Certificates → drop zone / Import
Who can: Certificates: Edit
Verify
Check an uploaded ticket against the copy. Supervisors verify their own crew's tickets.
Where: Certificates → Review
Who can: Verify Certificates right; supervisors for their crew
On the worker side
2 featuresFieldView and your profile menuMy Certificates
Every ticket you have on file, with filters by status and certificate. Upload a photo or PDF of a new or renewed ticket.
Where: Profile menu → My Certificates
Who can: Everyone
Reminders
A ticket your position requires emails you 14 days before it expires and on the day; others come in the 4 AM summary.
Where: Email / To do
Who can: Everyone
Related articles
- Certificates: ticket types, who needs them, adding and verifyingSet up the tickets you track and how long each is good for, say who must hold them, add tickets in bulk, and verify what workers upload.
- Your records PDF and the hardhat QR codeOne PDF of your completed tickets and training, and the procedures and policies you've read — from FieldView, or by scanning your QR code.
- Your crew, for supervisorsWhere a supervisor sees their direct reports, signs off a Short Service Employee early, and keeps an eye on who is still in their SSE period.
- The Compliance MatrixOne sheet for an auditor: every position's required certificates, training, policies and documents, and what each person in that position has actually done.