TABLE OF CONTENTS

• Summary
• Add Employee Certificates to Fieldclix
  • Process Steps
  • Create Employee Certificate
  • Select a Certificate Type
  • Upload Certificate Image or Document
  • Fill-Out Other Certificate Fields
• Specify which Types of Certificates are required for different Types of Work Orders 
  • Certificates in Work Order card
• Monitor Employee Certificates in the Dispatch Scheduling

Summary

• Employee Certificates and Certificate Types are very straightforward database tables.
• You can create any Certificate Type you like and add Certificates under those Types for each Employee.
• A file (image or PDF, usually) can be attached to the Certificate card.
• In the future, if a Certificate expires, it can trigger a Notification (configured in Notification Events Reference).
• You can update the Certificate and keep the old document but upload a new one. The fields on the record, though, have to be changed to match the reissued cert.

Add Employee Certificates to Fieldclix

Process Steps

1. Create employee certificate via
   • Employee card → Bound Record → Certificates,
   • or Quick Launch →  Employee Certificates.
2. Select a certificate Type.
3. Fill in employee, if one is not selected.
4. Upload certificate image or document.
5. Click “Open Certificate” to view image/doc.
6. Fill-out other certificate fields:
   • Number: Key document #
   • Date passed: Date certificate approved.
   • Results: Class/group/grade
   • Expired: Date on which certificate will no longer be valid.
   • State: US or other country state.

Create Employee Certificate

Open Employees reference, switch to the “More” tab of the ribbon on the Employee card. Click “Bound records” and find and select “Employee certificates...” to view Cers linked to this Employee.

Or open the Employee Certificates reference via Quick Launch.

While viewing Employee Certificates linked records for the Employee, add a new Certificate by clicking “Create Record”.

Select a Certificate Type

• “Type” is the only required requisite besides “Employee”.
• To select a Certificate Type, select “...” next to the Type filed.
• You can “Open Card” for the one of the Certificate Types to review it.
• You can create a new Certificate Type if needed.

Save after selecting a Certificate Type.

Upload Certificate Image or Document

On the Certificate card ribbon, “Certificate” group, click “Upload” to upload a document copy of the Certificate.

Click “Open” to view the image/doc.

Note that only 1 file can be uploaded per certificate.

Fill-Out Other Certificate Fields

You can use the Certificate file preview to help you fill-out the other fields on the Certificate card, including:

• Number: Key document #
• Date passed: Date certificate approved.
• Results: Class/group/grade
• Expired: Date on which certificate will no longer be valid.
• State: US or other country state.

Specify which Types of Certificates are required for different Types of Work Orders 

You can easily keep track of whether an employee has a particular certificate, and its expiry date when dispatching employees to a Site. To do this, specify which employee certificates are required in the relevant Work Order Types.

1. Open a Work Order Type card and go to the Certificates tab.
2. Add the required employee certificates to the table.
3. In the Min of Crew Req column, enter the minimum number of certificate types required for the dispatch crews.

The system will warn you if you don't reach the minimum number of required certificates when you schedule dispatches for your crews.

Use dimensions such as Scenario, Carrier, Customer to track certificates for Dispatches under a specific scenario, customer, etc.

Certificates in Work Order card

The Certificate Types you add in the WO Type card will be populated in generated Work Orders of that type.

To populate certificates in existing Work Orders, use the Update Certificate option on the ribbon of the WO Type card.

Monitor Employee Certificates in the Dispatch Scheduling

In the web card of the Dispatch, you can see:

• the types of certificates required
• Who of the employees available for dispatch has the required certificate.

Certificates in a Dispatch are an additional but helpful detail. If you find that some of your current employees don't have the required certificates, you can still create and publish a Dispatch.