Settings > Account > Certifications

Track certifications with Certification Tracking in Bridgit Bench. Users with Administrator privileges can create a master list of certifications and set warning date ranges to be notified well in advance of a certification expiring. 

Add the certification to a person’s profile and set the expiration date for their certification. As the certification’s expiry date approaches, warnings will appear.

With Certification Tracking in Bridgit Bench, attach the file directly to the person’s profile under their certification record.

 

Table of Contents

• Add a New Certification
• Assign Certifications to a Person's Profile
• Understanding Certification Color Validation
• Viewing Certifications in People List View
• Filtering Certifications
• Add Attachments

 

Add a New Certification

1. Select the   icon to create a certification.
2. Set the Expiration Date Required and the Expiration Warning Range if needed. Then select Save.

 

 

Assign Certifications to a Person's Profile

1. Navigate to the person’s profile.
2. Select the Details tab and expand the Certification section.
3. Select + certification.
4. Select a certification from the dropdown menu. Add an expiry date if needed.
5. Select Save.

 

Understanding Certification Color Validation

1. Certifications highlighted in gray mean they are still valid.

2. Certifications highlighted in orange mean they fall within the Warning Range set for the certification.

3. Certifications highlighted in red mean they are expired.

 

Viewing Certifications in People List View

The Certifications column must be toggled ON by selecting the    icon.

 

Certification abbreviations are displayed and are color-coded in a similar fashion as outlined above - Gray (valid), Orange (warning range), Red (expired).

 

Where applicable, you may see the number of days remaining for a certification before it expires (orange warning range).

 

Filtering Certifications

Select Add Filter then Certifications. Filter by specific certifications or filter by those Expiring soon and/or Expired:

 

Adding Attachments 

1. Navigate to the Details tab in a person’s profile.

2. Expand the Certifications section.

3. Add an attachment to the certification by selecting + Attachment.

Note: Certification attachment max file size is 1 GB