Adding Certificates & Permits
Add and monitor the expiry of your First Aid Certificates, Sitesafe Passport, Site Permits, and more...
In this Article
- Adding Certificates & Permits on the Admin Console (Computer Login)
- Viewing Certificates & Permits on the Admin Console (Computer Login)
- Viewing Certificates & Permits on the Mobile App
- Attaching a Certificate & Permit to a Site, User, Equipment or Supplier
Adding Certificates & Permits on the Admin Console
There are two different ways you can add your Certificate/Permit Resource, you can either:
- Attached Resource - attach a First Aid certificate to a User, a Permit to a Site, a Vehicles Registration to your Equipment or a Contractors Health & Safety documentation to your Suppliers.
- General Resource - add any Certificates or Permits that are relevant to your whole business to the Resource Tab. This could be a company policy you need to review each year or a permit to work document.
To add a Certificate/Permit
- Go to Resources
- Click Certificates & Permits
- Click the Orange plus button
- Click the Page icon (upload a file or image) or Link icon (upload a URL)
- Complete the required fields
- 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:
- Viewing it on the Certificates & Permits page within the Resource tab (you can export the list of Certificates here too!)
2. Viewing it on the Dashboard
3. Viewing it from where the Certificate & Permit was attached
Viewing your Certificates/Permits on the App
You can effortlessly access your Certificates and Permits through the Mobile App, depending on where you initially added them from.
- If you attached your Certificate & Permit to a Supplier, Equipment, User or Site, you will find them on the relevant page on the Mobile App
- If you added your Certificate & Permit to the main Certificate & Permit page on the Web, you will find them on the Resources page on the Mobile App
To access Certificates & Permits
- Open the Mobile App
- Open the Menu (three lines in the top left corner)
- Go to Resources
Attaching a Certificate & Permit to a Site, User, Equipment or Supplier
You can attach a Certificate & Permit directly to different areas in Site App Pro. Certificates and Permits allow you to receive or view notifications when key documents or records are going to expire.
Examples
- Site - attach Certificate & Permits you need a reminder to update
- User - attach relevant training records to a specific User
- Equipment - You can add a WOF or Rego date to your Certificate & Permit so that you receive reminders when they need to be updated.
- Supplier - a Supplier may have a policy or Health & Safety document that needs to be reviewed on a certain date
Attaching a Certificate & Permit
This is done in the same way you'd attach a General Certificate & Permit, just change your starting point.
- Log in to the Admin Console (Computer login)
- Go to your chosen page (Sites, Suppliers, Users or Equipment)
- Click the pencil icon next to an item you want to attach a Certificate & Permit to
- Go to Resources (either by scrolling to the bottom or choosing from the menu at the top)
- Click the Orange plus button
- Click either File or URL
- Click Document and change to Certificate & Permit
- Complete any additional information as required
- SAVE
This will now appear attached to the item on both the Web and Mobile App.