What are accreditations in Uptick?
Accreditations are certifications, licenses, and site-specific requirements that you can track for your users. This includes police checks, Working with Children checks, first aid certifications, CFSP registration, plumber licenses, site inductions, and property-specific access requirements.
How do I add an accreditation to a user?
Go to People > Accreditations > + Add Accreditation
Select your Accreditation Type and Technician
Add Property, Expiry Date, and Number if applicable
Click Create or Create and add another
Note: For property-specific accreditations, make sure you specify the exact property to ensure the user can complete tasks for that property on the Uptick App.
Can I store documents and passwords with accreditations?
Yes. Each accreditation has a timeline and document folder where you can:
Upload certificates and supporting documents
Store site passwords and access codes
Add notes about induction requirements
Track important property-specific information
Click View on any accreditation to access these features.
How do I track expiring accreditations?
Accreditations with 30 days or less until expiry automatically receive the Expiring status.
To track expiring accreditations:
Go to People > Accreditations
Filter by Status: Expiring
Save this as a Favourite to add it to your dashboard for quick access
What fields can I set up when creating an accreditation?
When creating an accreditation type, you can set:
Category (Competency, License/Certification/Clearance, or Induction)
Name (e.g., Police Check, Working at Heights Permit, Site Induction)
Property Specific toggle (if the accreditation only applies to specific sites)
How do technicians see accreditation requirements?
In the Uptick App: When viewing a property, technicians can expand the Site Requirements section to see which accreditations are needed and any site-specific notes or passwords.
In the Contractor Portal: When assigning tasks, contractors see red labels for missing accreditations and green labels for met requirements.
Where can I set accreditation requirements?
You can set accreditation requirements at three levels:
On Clients: All of the client's properties will inherit the requirement.
Go to People > Clients
Click View on the client
Navigate to the Requirements tab
Click Update under the Accreditations section
On Properties:
Go to Customer Data > Properties
View the property
Click Update next to the property name
Scroll to the Site Requirements section
Toggle Induction required if needed
Click Update accreditation requirements
On Asset Types: Use the Data Importer to bulk update accreditation requirements by exporting your assets/ESMs, updating the accreditation column, and re-importing the data.
What permissions do I need to manage accreditations?
You need the Can create, update and delete accreditations permission in your security group. Contact your system administrator if you don't have the required permissions.