View and add certificates

Modified on Thu, 4 Sep at 1:26 PM

The Certificates section helps you keep track of your employees’ valid, expired, or soon-to-expire certificates in the Training Tracker module. Here you can also view and download all existing certificates of employees, or add new certificates.



TABLE OF CONTENTS






View and download a certificate


  • Go to Training Tracker > Certificates
  • Use the certificate status filters (Planned, Ongoing, or Completed) or tags for your search, or click on the magnifying glass to enter an employee’s name 
  • In the employee row, click on the desired certificate of the respective employee
  • In the document preview that opens, click on DOWNLOAD on the right under Actions




Add a new certificate



  • Go to Training Tracker > Certificates
  • Click on UPLOAD CERTIFICATE
  • Select the document from your computer or via drag-and-drop
  • Mandatory: enter the validity date of the certificate, the category/tag, and the employee
  • Click on UPLOAD




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