Crew Certifications: Renew Certifications in Bulk

When it's time to renew many certifications at once, entering them one at a time is slow. Bulk Renew lets you paste a batch of certifications straight from a spreadsheet and renew them together. Before anything is saved, Helm CONNECT checks each row and flags problems, so you can fix them up front instead of hunting down bad records later.

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

Paste and Check Your Certifications

Copy your certification data from a spreadsheet, with a column for each field, and paste it into the Enter Data box in the Bulk Renew window. Helm CONNECT checks every row as soon as you paste and marks anything that needs attention:

• Red cells flag a required value that's missing, such as an employee number, a certification type, or an obtained date.
• Amber cells flag a value that was entered but couldn't be matched, such as an employee number or certification type that isn't on file, or a date it can't read.

The Renew Status column spells out what's wrong on each row in plain language, for example "Employee not found; Missing expiry date," and rows with nothing wrong show as Valid. If the same crew member and certification type appear more than once in what you pasted, those rows are flagged as a duplicate so a paste mistake doesn't slip through.

A couple of things make pasting easier. Dates are accepted in many common formats, so you can usually paste them as your spreadsheet has them. And because pressing Tab moves you between fields, you can press Ctrl+Enter to add a tab character inside the text box when you need one.

Fix, Recheck, and Save

You can correct values right in the table. After you make changes, use Validate to check everything again and clear any flags you've resolved.

Rows that exactly match a certification already on file are treated as unchanged and skipped when you save, so you don't create duplicates. If you do want to save a row that's flagged as unchanged, select the Force save option before you save.

To bulk renew certifications

1. Go to the Management > Certifications > Crew Certifications tab.
2. Click the Menu icon (⋮) at the top right of the tab, then click Bulk Renew.
3. Copy your certification data from your spreadsheet, then paste it into the Enter Data box.
4. Review the flagged cells and the Renew Status column, and correct any values that need fixing.
5. (Optional) Click Validate to recheck your corrections.
6. (Optional) Select the Force save checkbox to save rows that are marked as unchanged.
7. Click Save.