Tracking employee Certifications & Licenses monitors compliance and safety requirements. Setting up alerts helps track expirations for critical certifications.
Step-by-Step Walkthrough
Open the Compliance Dashboard
From the administration menu, navigate to Compliance and select Employee Certifications.
Select Employee Profile
Search for the employee's name and open their compliance registry panel.
Enter Certification Details
Click Add Certification. Select the certificate type, enter the license number, and enter issue and expiration dates.
| Field | Requirement | Purpose / Details |
|---|---|---|
| Certificate Type | Required | Choose: EPA License, Electrical Cert, OSHA 30, Safety. |
| License Number | Required | Regulatory serial number. |
| Expiration Date | Required | License expiration date. |
Upload Copy of License Document
Drag and drop a scan or photo of the license. The document is archived on the employee's record.
Save and Set Expiration Reminders
Click Save Certification. Reminders are scheduled to alert coordinators before the license expires.
Validation Rules
To keep operations reliable, Service Opus enforces the following rules for this workflow:
- Active Expirations: Expiration dates must be set in the future.
- Required Proof Document: The system requires a copy of the license document for audit compliance.
What's Next?
Once you finish this task, continue with these related workflows:
Ready to try this workflow?
Use the walkthrough to evaluate the workflow, then test it in Service Opus with real scheduling, quoting, invoicing, and customer data.