Certification templates manage all the certifications required for specific groups of assets, such as all lineboats.
Assign an asset type
An asset type represents a group of your assets. When you build a certifications template for your assets, you must indicate which asset type it applies to. For example, if you create a certifications template for your lineboats that lists two certifications, then any asset that has been assigned the lineboat asset type will be required to have those two certifications.
To assign an asset type, select a certification template from the Asset Certifications tab in Templates, then select an asset type from the Asset Type list.
NoteIf you don't select an asset type for a certification template, it will apply to all your assets by default. This means that all your assets will be required to have all the certifications listed in that template.
Assign responsible parties
You can assign one or more active employees to be responsible for all the certifications in a certifications template. Any responsible parties who can log in to Helm CONNECT will receive email notifications when the following activities occur:
- If any certification in the template is updated when it's overdue.
- If any certification in the template is updated when it's due in 90 days or less.
- When any certification in the template reaches each of its lead time milestones. See Set lead times.
Set lead times
You can set optional lead times for each item in a certifications template. We've provided options to set the lead times for 30 days, 60 days, or 90 days as well as a custom field where you can enter a unique milestone. You can also choose not to set any lead time at all for a particular item.
You build asset certification templates on the Asset Certifications tab in Templates. Watch this video to see how to set up asset certification templates Helm CONNECT:
[video: How to build an asset certifications template]