Add a certification to a contractor profile

Learn how to add certifications and upload documents to contractor member profiles. You need the Contractor Manager role to add a certification to a profile.

How it works

When you add a certification to a person’s profile you can record:

  • The certification number.
  • When the certification was achieved. Record this in the Valid From field.
  • When the certification expires or requires renewal. Record this in the Valid To field.
  • The certification number (if applicable). Within each certification type, the number for each certification must be unique. 
  • Any supporting documents.

The certification must have been added to your account before you can assign it to a contractor. 

Add a certification to a contractor's profile

To add a certification to a contractor member’s profile:

  1. Go to Tools > Contractor Manager.
  2. Select Members from the menu on the left.
  3. Search for the contractor, then click View next to their name.

  4. Select Certifications from the menu on the left.
  5. Click Add Certification.

  6. (Optional) Select the certification type.
  7. Select the certification name. 
  8. (Optional) Add the certification number.
  9. Select a Valid From and Valid To date. These dates are not mandatory. However, Certification Expiry Reports will not include this person’s certifications if dates are not applied.
  10. Select the Verified checkbox to confirm that the certification has been checked. This field is only visible if you have verifier permission.
  11. (Optional) Drag a file from your computer into the document box, or click the box and select a file from your computer. Once a document is uploaded you can rename it, remove it, and view and download it.
  12. Click Save & Close.

Next step: Users with the Certifications Manager role can access certification reporting to identify who has a specific certification, if there's a certification that needs verifying, and who has a certification expiring.