Customer Certifications

Overview

Updated 01/11/2022

 

The Certifications item of the Customer section records the certifications that are pertinent for employees of this customer.

 

Click on the links below for more information:

• Covid Vaccination Certification
• Adding Certifications from Admin Tools
  
• Adding Certifications to Employees
• Employee Certification AQ
• Employee missing Certification Report

Setup

1. Go to the Customer's record
2. Click on the Certifications SubMenu
   
   
   
   
3. Select your desired certification type from the drop-down menu in the Certification Type column.
4. Any commentary regarding a particular certification type can be recorded in the corresponding Note column.
   
   

 

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