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Certification Requirements

Set up certification requirements for subcontractors or trade partners. Certifications can be required for specific subcontractors or even specific roles.

1) Navigate to Projects > select a project > "Certification Requirements".

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4) Click on the orange "+ Add Certification Requirement" button.

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5) Provide the certification name, specify if it is mandatory, if you require issue/expiry dates, and front/back proof (ex. driver's license). You can also specify if it is mandatory only for specific roles or subcontractors.

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6) Click "Save". Any mandatory certifications will appear when a worker is completing their site safety orientation.