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Certifications

How do I configure certifications for my workforce?

Contents

Adding Certifications to RIVET Database

Attach Certifications to Worker Profile

Bulk Attach Certifications

Bulk Certification Image Uploader Tool

Certifications View

Expiring Certifications on Dashboard Summary

Expiring Certifications Report

 


Adding Certifications to RIVET Database

Note: Adding certifications is permission protected. Only users with an Admin permission level are able to add certs to the RIVET database. 

Navigate to Manage Organization in the upper right

Choose "Certifications" from the menu on the left side of the page

Click "Add" in the upper right to add a new certification type

Add Cert Gif


Attach Certifications to Worker Profile

Click the workers name to access the Baseball Card

Click the pencil icon to open the Edit Worker modal

Select "Certifications" from the overhead menu

Search for the certifcation(s) you're looking to add to the workers profile

Worker Pro


Bulk Attach Certifications

If multiple workers receive a cert on the same day, you can attach that cert to all of their profiles at the same time. 

Navigate to the Workforce Table view

Check the boxes next to the workers you'd like to attach the certification to

Click "Bulk Actions" to access the drop down

Select "Apply a certification"

Bulk Attach


Bulk Certification Image Uploader Tool 

Upload multiple pictures of certifications and attach them to workers simultaneously

Navigate to the Workforce Table view

Select "Upload Multiple Certifications" in the upper left

Select the picture files from your computer

Choose to attach all pictures to one worker or each picture to separate workers

Bulk Cert Pic

Tip: You can clone, crop, rotate or delete by using the icons below the images.

 


Certifications View

Navigate to the Workforce Table view

Click "Views" in the upper left to access the dropdown

Select "See certifications" 

Cert View

Tip: Create a Custom view of certifications from the Workforce Table. Learn more here.


Expiring Certifications on Dashboard Summary

Navigate to the Dashboard view

Navigate to the Summary page from the header menu

Certs expiring within the date range selected at the top of the page will be listed under Certifications on the right

Cert Dash


Expiring Certifications Report

Receive an email every Monday at 8:00 AM EST with a list of certs expiring in the next 30 days

Admin users, navigate to Mange Organization in the upper right

Select "Certifications" from the menu on the left

At the bottom of the page, select users that should receive this automated email

Add external email addresses as needed

Cert Email