How to Manage Staff Certificates


As an administrator, you can manage staff certificates by going to the Main Menu-->Admin-->Users-->Staff tab-->select a Staff member.

In the “Certificates” section click on "Certification Details" icon, located at the top right corner of this section.

In the new pop-up window, you will see the list of certificates previously added in the Certificate Templates.
First enable the certificates that pertain to this staff member by switching the category on (on the left side of the certificate name). By doing so, you will be requested to upload the respective Certificate. Then, fill in the expiration date in the "Expiration" Section. Based on the expiration of this document, you will be able to see its status as Active, Expired or if it is expiring within the next 60 days, the status will reflect the number of day until expiration.

Under "Actions" section, you can view the uploaded document by clicking on the View button. To delete it, toggle the button for this certificate off and re-switch it on to start over. When done uploading and filling in all the necessary information, close this window by clicking on the "X."

Also, if you switch the staff member being on this page view, it will automatically switch to the data from the next clicked user.


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