How do credentials, requirements and in-house training work?

Credentials, under People & crew, is a grid of your people against the cards your firm requires of them: current, renew soon, not checked against the original, lapsed or missing. Filter it by discipline or by job. A card counts once someone has checked it against the original on the person's page, and a higher level counts for a lower one — NETA Level III covers Level II, OSHA 30 covers OSHA 10.

The grid is for your firm's leaders: your admin, managers, the people you gave HR access, and each open job's project manager or supervisor. Everyone else opens Credentials and sees only their own cards and what is asked of them — never a colleague's cards, gaps or certificate files.

Your admin sets the requirements under Settings → Policies → Credential requirements: for everyone, a discipline, a job role, one job, or whoever is named on a kind of permit. Each one either warns or is required, and can have an age limit — an OSHA 30 card from the last five years, say. On Dispatch, only a job's own required credential keeps a person off that job; every other gap shows as a warning on their row, so turning requirements on never empties your board overnight.

For permits it is stricter. If your firm requires a credential for a kind of permit — NFPA 70E for energized work, say — the person named on the permit must hold it, checked and in date until the permit ends. Saying you checked it is not enough. If that card is taken off their file while the permit is open, the work it covers stops until someone else is named.

When a card is renewed, add the new one and the old one is marked renewed — the person is back on the board the moment the new card is in. Take a card off the file from the person's page, with a reason, when the issuer withdraws it or it was added in error; it stops counting everywhere and the record of it stays.

In-house trainings run from a sign-in sheet on a shared tablet. Each attendee types their own name — a name that isn't theirs is refused. Closing the training gives every signed attendee a checked credential of that kind. The person who closes it can't be on the sheet, and at least one signature has to be taken by someone other than whoever set the training up. Reminders go to the person, their line manager and your HR people 60 and 30 days before a card runs out, and on the day.