Chateau provides a user-friendly solution for managing technician certifications directly within the database. This feature includes a customizable picklist, enabling you to define certifications specific to your site, such as Basic Plus, TWIC, JLG, and more.
Once your picklist is configured (refer to the Picklists article for detailed instructions), users with the Owner role can manage technician certifications in the Resources > People section.
To assign certifications to a technician:
- Select the Technician:
- Locate the technician in the People grid and select their name.
- Locate the technician in the People grid and select their name.
- Open the Edit Panel:
- In the slide-out panel on the right side of the screen, click Edit.
- In the slide-out panel on the right side of the screen, click Edit.
- Assign Certifications:
- Scroll down to view the list of available certifications. These will match the entries in your picklist.
- Check the box next to each relevant certification and enter the corresponding expiration date.
- Save Changes:
- After updating the certifications, click Save. Repeat this process for each technician as needed.
Expiration Alerts
After setting up certifications, enable the Expiring Tech Certification audit in the Porch section. This audit will notify users when a certification is within 60 days of expiring, giving ample time to schedule refresher or recertification training.
Maintaining Accurate Records
- Update Expiration Dates:
After a technician completes their refresher or recertification training, repeat the above process to update the expiration dates for the technician in Chateau. - Clear Completed Items:
Once updated, clear the expired certification alert from the porch to keep your dashboard clean and ready for future tasks.
By utilizing this feature, you can ensure certifications are up-to-date, maintain compliance, and avoid disruptions in your operations.