Crew Certifications: Introduction to Managing Certifications

Once your certifications are set up, managing them is the ongoing work: keeping an eye on who's compliant, acting on what your crew submit, and keeping each record accurate and current. Staying on top of it means fewer surprises at inspection time and less last-minute chasing. You'll do most of this on the Management > Certifications > Crew Certifications tab. For a tour of the module and its tabs, see "Crew Certifications: Overview." If you're still setting up the certifications you track, start with "Crew Certifications: Introduction to Setup."

Everyday Tasks

• See what everyone holds, what's missing, and what's expiring, and focus on the gaps that need attention. See "Crew Certifications: Review Your Crew's Certifications."
• Review the certifications your crew submit from My Helm and approve or deny them. See "Crew Certifications: Approve or Deny Certification Requests."
• Renew a single certification so its history stays intact. See "Crew Certifications: Renew a Certification."
• Renew many certifications at once by pasting them in, with checks that catch problems before you save. See "Crew Certifications: Renew Certifications in Bulk."
• Update the details on a certification, attach a document, add a note, or review its change log. See "Crew Certifications: Edit a Certification."