Getting notified about qualification expiry dates helps you stay compliant and avoid disruptions. It ensures your team’s certifications are up to date, preventing delays on-site and keeping everyone safe and qualified for the job.
To create notifications for qualification expiries, follow these steps:
1 . Go to the 'Settings' section in the left hand-side navigation menu
2. Select 'Notifications' under 'Workspace Settings'
3. Select the 'Qualifications' header
4. Once in the 'Qualifications' section, you can enter the email addresses of team members that will receive notifications
5. Select the green 'Save' button to save your changes
6. You'll also need to set Qualification Notification Rules to specify which qualification expiry will trigger a notification, for which users, and within which timeframe. Select 'Add Rule' to create a rule
7. Press 'Save' to save your rules
Notes:
You can add multiple rules, just select 'Add Rule' again to add another rule
You can delete and duplicate a rule by selecting the trashcan icon or '+' icon under a rule