Qualifications & Certifications

On this page we can collect details pertaining to staff qualifications and certifications.

• Go to Settings > Staff registration > Manage the registration form > Edit
• Here you can click on Manage for the Quals & Certs page
  
• We have the following preset items whereby staff can supply proof and an expiry date. You can chose to hide/show the following:
  • DBS
    • If turned on we can check their DBS certificate with the government update service
  • Working With Children Check (WWCC) / Blue Card
  • First aid training
  • Responsible Service of Alcohol (RSA)
  • Food Hygiene Certificate
  • Responsible Service of Gambling
  • Fire safety awareness training
  • Beauty Therapy Training
  • Manual handling
  • COSHH
  • SIA
  • Coronavirus awareness course
  • Personal Alcohol Licence
  • Lifeguard
  • AED With Life Support
• Should you need to add a more comprehensive list of qualifications and certifications you can add to the Additional Qualifications and Certifications list
  
  • To start you must create a block to add a list of custom quals & certs.
    • Click the + Block button
      
    • You can now specify the title of the block
      
    • Click OK
    • To manage this block using the buttons in the top right of the header
      
      • From left to right:
        • Add questions to this block
        • Move the block up
        • Move the block down
        • Limit the visibility of this block
          
        • Change the block between active and inactive
        • Edit the block title
        • Remove the block
    • To add a new qualification or certification into your block click on + Item within the block header
      
    • You will not be presented with the following dialogue to add the details and setting required
      
      • Title: Add the title of the qualification or certification
      • Proof required: Check if you want proof via way of an image upload
      • Supply proof later: Allow staff to supply the image later as proof
      • Chase every X day(s): If you allow to supply proof later you can specify the frequency of emails that will chase the staff
      • Add comments: Check to show the Comments block
        • Comments > Label: Specify the question for the comments you need to acquire
        • Comments > Mandatory: Check if the comments are mandatory
      • Add expiry date: Check if an expiry date is required
        • Expiry date > Label: Change the expiry label if required
        • Expiry date > Mandatory: Check if the expiry date is mandatory
        • Expiry date > Show on dashboard 4 weeks prior to expiry: Staff totals for this item will show under Requires urgent attention > Quals/Certs expiring/expired on the main portal dashboard
          
        • Send email notification 4 weeks prior to expiry: This will send an admin alert to the notification email address to warn of these expiries. See: Custom qualifications expiry notifications
    • Press OK to add your item to the list in the block
      
    • Add as many blocks as required to categories your quals and certs lists