From the 'Notification Settings' the days configured in 'Expiration of Certifications', At the start of the <days> configured, the Certifications will move to 'About to Expire'  AND on the END of the <days> configured, the Certifications will move to the 'Expired' state. 


  • In Notification Settings, Default the 'Expiration of Certificate' to 10 days', Change text to 'Pre Expiration of Certification'

Note: If a Certificate has NEVER been 'VERIFIED', then those Certifications never go into 'About To Expire' or 'Expired' state, Which would also mean the notifications about Expiry does not trigger.

 

  • When the Certs moves to 'About to Expire/Expired' state, the Cert will get 'Unlocked' and will show a RED exclamation indicating which certifications need attention.

  • Verified & Verified On/By will show blank, as the Worker will be notified via Email/SMS and the worker will need to reupload the Cert and the Safety Manager/Company Manager will have to 'Verify' again after the cert is updated again. 

Note: If one or more Certs are in About to Expire/Expired state, the 'Certifications' tab in Project team has to show the 'Yellow' exclamation.

 


  • Tapping on the Red exclamation, Will show a tooltip as shown in the image below.  


Device Screens:

 

  • An Email notification And SMS Alert are  triggered to the Worker indicating that the Certifications are about the expire, The Company Manager/Safety Manager will also be notified that the certs are 'About to Expire', Idea here is that the Company Manager/Safety Manager can click on the link/button from the email and upload the cert on behalf of the Worker and verify them or the Worker will first upload the Certs and the Company Manager/Safety Manager will then go in and verify them from Project team. 


   

  • SMS notification sent to the Worker on his registered phone number when Cert is about to Expire. 

  • One or more Certificates for the Project <Project Name> is about to expire with OSHA 10 expiring on 08/31/2022, Drivers License expiring on 08/31/2022, OSHA 12 expiring on 08/31/2022. Please click on the link below to upload new certificates.

  • SMS notification sent to the Company Manager/Safety Manager on his registered phone number.  

  • One or more Certificates for the User <User Name> with Company <Company Name> in Project <Project Name> is about to expire with  OSHA 10 expiring on 08/31/2022, Drivers License expiring on 08/31/2022, OSHA 12 expiring on 08/31/2022. Please click on the link below to upload new certificates.


How To?

How to Filter About to Expire Safety Certifications

How to Filter Expired Safety Certifications

How to add Workers Certificates/Certifications

How to Register using the Safety Onboarding Flyer

How to Check Workers Certification Status?

SAFETY™ Settings:

SAFETY ™ Home

Safety Tracking

Visitor Tracking

Team Safety Credentials

Safety Task Analysis Categories

Safety Permit Categories

Safety Incident Categories

Safety Incident Directory

Safety Rules Manager

Safety Bulletin

SOS & Bulletin Notification

Visitor Log

Request Safety Permit

Safety Onboarding Flyer

   


Last Updated: Nov-05-22