Create Certificate Types
Certificate types let you categorize the certificates your workers upload, such as first aid, forklift, or fall protection. Setting up types keeps your Certificates module organized and makes it easier to track what's on file across your workforce.
Use this article to create a new certificate type before assigning it to workers' certificates.
Steps to create a certificate type
- Click Certificates in the left-hand menu.
- Click the Types tab.
- Click Create Type.
📷 Screenshot Needed
The Types tab showing the certificate type list and the Create Type button in the top-right corner.
- Enter a name for the certificate type in the Name field.
- Turn on Required if you want this type flagged as required in reporting.
- Click Save.
Note: The Required toggle is for reporting purposes only. Turning it on does not prevent workers from accessing a site or force them to upload a certificate.
📷 Screenshot Needed
The Add Training Type modal, showing the Name field, the Required toggle, and the Save button.
What happens next
Once saved, the new type appears in your certificate type list right away and is available to select the next time a certificate is uploaded or reviewed.
New types are not applied to certificates that already exist in the system. To assign a new type to an existing certificate, open the Unapproved tab in Certificates and update the certificate's type from there.
Tip: Create all the certificate types you need in one session, then work through the Unapproved tab to assign them to existing certificates.
Frequently Asked Questions
Who can create certificate types?
Only users with Full Access permissions can create or edit certificate types.
Does turning on Required stop a worker from accessing a site?
No. Required is used for reporting only. It does not block site access or force a certificate upload.
Do existing certificates automatically get the new type?
No. You need to assign the new type to existing certificates manually from the Unapproved tab.
Can I create certificate types from the Salus mobile app?
No. Certificate types can only be created in the Salus web app.
What happens if I leave Required turned off?
The type still works normally. It just won't be flagged as required in your reporting views.