Adding a worker's certifications to their MindForge profile keeps qualifications in one place, so anyone with access can confirm a worker is cleared for the work without chasing down paper copies or calling the office. Certifications stay with the worker as they move between teams and jobsites.
Certifications are added on the web. While a user and admin can view certifications in the mobile app, you must be logged in on the web to add a new one to a worker's profile.
Who can add certifications?
Anyone with the appropriate permissions can add a certification, within the scope of the groups they manage:
Org Admins: any worker in the organization
Jobsite Admins: any worker on the jobsites they manage
Team Managers: members of the teams they manage
If a worker doesn't appear when you look for them, they are most likely outside your scope. Reach out to your admin to request access.
Add a certification
Step 1: Locate the worker. You can find them in a few different ways:
Organization: Click Employees, then find the worker on the list.
Jobsite: Click Jobsites, click the jobsite the worker is on, then open the Members tab.
Jobsite Team: Click Jobsites, click on teams, expand the team the worker is in, then find the worker on the list.
Org. Team: Click Teams, click the Org Team the worker belongs to, then find the worker on the list.
Step 2: Click the worker's name to open their profile.
Step 3: Click the Certifications tab.
Step 4: Click Add New Certification.
Step 5: Fill in the certification fields and attach a copy of the certification. Attachments can be a PDF or an image file.
Step 6: Click Save New Certification.
The certification now appears on the Certifications tab of the worker's profile, and the worker can view it on the mobile app.
Tips
Attach a clear photo of the physical card when you have one, since it is the fastest way to verify in the field
Include the expiration date whenever the certification has one, so renewals do not sneak up on the crew
When a worker’s certification renews, find the existing certificate and click edit to update the existing certification and replace it with the updated attachment rather than adding a second entry
Troubleshooting
I do not see the Certifications tab. Confirm you are logged in on the web, not the mobile app. You can view certifications on mobile, but you can only add them on the web.
The worker is not in my list. You can only add certifications for workers in groups you manage. If someone is missing, check with your Org Admin or Jobsite Admin, or make sure the worker has joined the group.
I am on the web and still do not see the option to add a certification. Your account may not have the right permissions on that group. Reach out to your org or jobsite admin to update your access.