Crew Certifications: Edit a Certification

Sometimes you just need to fix a detail on a certification that's already on file, like a mistyped reference number or a wrong date. Editing lets you change the existing record in place. You can also attach a document, add a note, and review a full history of every change that's been made to the certification.

You'll do this on the Management > Certifications > Crew Certifications tab.

Edit the Details

When you open a certification, its details open in a read-only view, so nothing changes by accident. To make a change, you switch it into edit mode first. Editing updates the certification you're looking at. If instead the certification has been renewed with new dates, renew it rather than editing it, so the previous details are kept. See "Crew Certifications: Renew a Certification."

To edit a certification

1. Go to the Management > Certifications > Crew Certifications tab, then select the certification you want to change.
2. Click Edit.
3. Update the fields you need to change, such as the Reference Number, Obtained date, Expiry date, Status, or Active.
4. Click Save.

Attach a Document or Add a Note

You can keep supporting documents and notes with a certification, so everything you need is in one place.

To attach a document

1. Go to the Management > Certifications > Crew Certifications tab, then select the certification.
2. Click Attach.
3. Choose the file you want to attach.

To add a note

1. Go to the Management > Certifications > Crew Certifications tab, then select the certification.
2. Click Add Note.
3. Enter your note, then save it.

Review the Change Log

Every certification keeps a change log, a full record of what was changed, when, and by whom. It's useful when you need to show a clear history for an audit or sort out a question about a record. The log tracks things like when the certification was created and updated, reference number changes, status changes, and edits to individual fields. Each entry is color-coded, with new values in green and replaced values in red.

To review a certification's change log

1. Go to the Management > Certifications > Crew Certifications tab, then select the certification.
2. Click Change Log. The change log opens in the side panel, in place of the attachments preview.
3. (Optional) Use the filters to narrow the log to a specific date or range.
4. (Optional) Click Expand All or Collapse All to show or hide the details of each change.