Adding Certificates & Permits

Want to store First Aid Certificates, Site Safe Passports, Working Permits or a Team Member's Qualifications? 


There are two different ways you can add your Certificate/Permit Resource, you can either: 

1

Make them an Attached Resource, so they belong to a User, Equipment, Supplier or Site e.g. First Aid Certificates, Supplier Certificates etc. 

2

 Make it a General Resource, these can be added from the Resources page on the Web and can be viewed by everyone who has access to the Administration Console. e.g. Building Permits, Gas & Electrical Work Certificates etc. 

Note: Resources have a 3MB size limit. If you have files that are larger add them to a Google Drive (or similar File Storing System) then upload the shareable link as a URL Resource

In this Article: 


Add your Certificate/Permit

Adding as an  Attached Resource- for this example we will be attaching a Resource to a User but it  is the same steps to attach to Equipment, Suppliers or Sites: 

  1. Login to your Administration Console (Web) 
  2. Go to Business & Users
  3. Click Users 
  4. Add a new User or Edit an existing one
  5. Click the Orange Plus button 

  6. Select whether you want to upload a File or URL Resource 
  7. Click Resource Type and select Certificate or Permit
  8. Fill in the rest of your Resource Details, attach your Resource & SAVE 

Adding as a  General Resource: 

  1. Login to your Administration Console (Web) 
  2. Go to Resources 
  3. Click Certificate or Permit
  4. Click the Orange Plus Button 
  5. Select whether you want to upload a File or URL Resource 
  6. Fill in the rest of your Resource Details, attach your Resource & SAVE 


Viewing your Certificate/Permit on the Web

If you want to view the Certificate or Permit you've added, you can do this by: 

  1. Go to Resources 
  2. Click Certificate or Permit 
  3. You should see you Resources added in the List 
  4. Resources added to attached to a User, Supplier, Site or Equipment will be Shown with an icon and the what it belongs to. General Resources will be blank. 

Viewing your Certificates/Permits on the App

If you want to view your Certificates and Permits on the App you can do this two ways. You can view your General Certificates and Permits and Attached Certificates and Permits on the App. 

Note: Attached Certificates and Permits can only be viewed on the App by those who have the following User Roles - Admin, Manager, and Tablet Manager. This is for Privacy Reasons. 

To view your General Certificates and Permits:

  • Login to the App
  • Click on the three lines in the upper left hand corner 
  • Click on the Resources Tab - this will open up your Resources
  • This will be broken in to different sections - Resources and Certificates

To view your Attached Certificates and Permits 

  • Login to the App 
  • Click on the three lines in the upper left hand corner
  • Click on the name of the thing/person that the Certificate and Permit is attached to 
  • This will prompt you to select your name from the list to ensure that you have the right amount of access to be able to view those Certificates and Permits. Only Admins, Managers, and Tablet Managers will be able to view Attached Certificates and Permits


Monitoring your Certificate/Permit

You can monitor your Certificate or Permit expiry dates straight from the Dashboard too. This shows you, what they belong to (if they are an attached Resource), the name & Details of the Resource and the Date it is due to Expire. If the Expiring date is red, that means it has expired and you will need to update it by editing the Resource. 

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