The Accreditations extension allows you to keep track of expiry dates and paper copies of licenses such as Police and Children Checks, inductions and more against your employees and contractors in one spot!
This module requires management, there are no automations in the system for this module.
Create accreditations types
Create accreditations types via the Control Panel. Contact your internal Uptick Champion if you don't have the permissions. Types include things such as Police Check and Working with Children Check, Working at Heights Permit.
How to use
People > Accreditations and clicking 'Add Accreditation'.
When adding an accreditation, you can link the item to a technician or contractor and/or property, as well as input an expiry date. You can also input an accreditation number or reference if you wish.
Once saved, you can upload documents to each accreditation via the document uploader so all your documents are kept on hand and in one place.
Once your accreditations are inputted, manage this page using the filters to find the accreditations that have expired or you are searching for. This module requires management, there are no automations, so make sure you save a favourite.