Permissions are required to manage certifications. Click here to learn how to view your permissions.
An email to Workforce Admin(s) is sent to let them know when any Workforce member safeguarding and DBS certifications are within 90, 60, or 30 days of expiring or have expired.
Admins can also check the credentials of Workforce members by using filters and editing individual members. First, go to Member Admin.
In the side menu, click Org Tools > Members.
Filters to Use
Click Customize Filters to access the following filters, then click Done when finished.
Workforce Courses — Select specific Courses on the right
Workforce DBS — Select DBS expiry dates on the right
Workforce Roles — Select specific Roles on the right
Workforce Safeguarding — Select Safeguarding expiry dates on the right
FYI, the DBS Check Date field is not part of Workforce.
Columns to View
Click Customize Columns, then drag and drop the fields listed below from the left to the list on the right in the order you wish to view them in the member listing, then click Done when finished.
Courses
DBS
DBS Expiry
Roles
Safeguarding
Safeguarding Expiry
FYI, the DBS Check Date field is not part of Workforce.
Save the View
Once you have set your filters and columns, you can save the "view" to pull up again at any time.
Click Saved Views.
Give it a name reflective of your set filters and columns.
Click Save View.
Click Done.
Whenever you return to Account/Member Admin and want to pull up that view again, click Saved Views, then click the view name you saved.