Track Staff Credentials

  Permissions: Can view/edit credential tracking

You can track and notify staff members and administrators about credential expiration dates. This will allow staff to renew credentials in a timely manner. 

[View Staff Credentials] [Credential Alerts] [Setup Document Types] [Upload Documents]
[Delete Documents]

 

View Staff Credentials 

1. Click Details for the desired staff member. 
   
   
   
2. Click the Credential Tracking tab.
   

   NOTE: The Credential Tracking tab will be hidden if you do not have the Can view/edit credential tracking permission. 

   
3. View credential documents according to:
   • Document Name
   • Document Type
   • Issue Date
   • Expiration Date
   • Status
4. Turn notifications on to send staff and administrators alerts when credentials are set to expire.
5. Click Delete to delete credentials. 
   
   
   
   

Credential Alerts

1. Turn notifications on to send staff members and administrators alerts when credentials are set to expire.
   • Alerts will trigger 30 days in advance of the expiration date and will be sent once a week within the 30-day period or after the credential has expired.
     
2. Staff and administrators are notified of expirations through the alert bell at the top of the page. 
   
   
   

Set up Document Types

1. Click Set up Document Types. 
   
   
2. Click + Add Document Type. A pop-up window opens. 
   
   
   
   
3. Enter the document type in the text field and click Save.
   
   
   

Upload Documents

1. Click Upload Document. 
   
   
2. Choose the file you want to upload and enter Document Name (required)
3. Enter Document Name (required)
4. Enter Document Type (required)
5. Enter Issue Date 
6. Enter Expiration Date (required)
7. Turn on Alerts 
8. Click Save
   
   

Delete Documents

1. Click Delete for the desired document.
   

   NOTE: A warning message opens to let you know the document and its tracking data will be permanently deleted. 

2. Click Delete again to remove the document.