How to Create a Care Certificate Record

Creating a Certificate Record will only be visible if you have been given the appropriate access.  This access would usually be given to Regional Managers, Managers and Admins.  

To start, select  Care Certificate from the Navigation Bar. From the drop down you can now click Add Record

Select what  Homes/Branches you are wanting to add the record for

Add the Users you wish to add the Record to

You then need to add the Date Of Training 

Click Add Button to add a record for each individual user

Now you can add Notes regarding the Historical Care Certification. E.g. Where Certification was granted and details

You will be required to add a PDF File as evidence of the Care Certification. Use the Select a File button to upload

Once you have inputted all the information required and uploaded your PDF, click on the Create button to create your record

You view the Care Certificate Report, please view this Article