Personnel Certifications – Renew personnel certifications

You can either renew a personnel certification from the Tracking tab for all your people, or from the Tracking sub tab for an individual person.

 

Renew a certification from the Tracking tab

  1. From the Management menu, select People.
  2. Click the Tracking tab.
  3. Click the certification you want to renew.

    Tip To quickly find what you're looking for, use the filters at the top of the tab to narrow the list.

  4. In the Update Certification window, click Renew.
  5. Use the Details tab to:
    1. Enter an optional reference number.
    2. Update the obtained and expiry dates.
    3. Attach any required files.
  6. (Optional) Use the Notes tab to add notes to the certification.
  7. (Optional) Use the Attachments tab to attach additional files or delete them from the certification.
  8. To save your changes and renew the certification, click Save.

Renew a certification from the Tracking sub tab

  1. From the Management menu, select People.
  2. Click the People tab.
  3. Click the required card.

    Tip To quickly find what you're looking for, use the filters at the top of the tab to narrow the list.

  4. Click the Tracking sub tab, then click the certification you want to renew.
  5. In the Update Certification window, click Renew.
  6. Use the Details tab to:
    1. Enter an optional reference number.
    2. Update the obtained and expiry dates.
    3. Attach any required files.
  7. (Optional) Use the Notes tab to add notes to the certification.
  8. (Optional) Use the Attachments tab to attach additional files or delete them from the certification.
  9. To save your changes and renew the certification, click Save.