About certification verification
When a certification is set up, the owner can choose if it requires verification and who has permission to verify it.
Verifiers can be:
- Global Certifications Manager
- Limited Certifications Manager
- Certification Owner
If a Limited Certifications Manager does not have permission to verify a specific certification type, or the contractor is linked to a location that isn't selected, they won't be able to verify the record.
Each day, employees with verifier permission will receive a notification when they log in, letting them know there are certifications to verify.
If you need to check who verified a certification, users with the Contractor Manager role can access the certification logs in the contractor's profile.
Verify certifications
If a certification has been entered but has not yet been verified, a warning icon will display in the certifications report and in the contractor's profile.
You can verify a certification in both places but the method you can use will depend on your user role.
Certifications Report
You need the Global Certifications Manager role or the Limited Certifications Manager role with the relevant location or certification type selected to access this report.
- Go to Reporting > Certifications Report.
- Find the contractor name with the warning next to it, and click the status.
- Check the certification and view any attached documents.
- Click Not Verified, then select Verified.
Contractor profile
You need the Contractor Manager user role to access contractor profiles.
- Go to Tools > Contractor Manager.
- Select Members.
- Search for the contractor, then click View next to their name.
- Select Certifications from the menu on the left.
- Find the certification with the warning next to it, and check the status.
- Check the certification and any attached documents.
- Click Not Verified, then select Verified.