Getting Started with Certificates

Here's how to get started with certificates in three easy steps.

1. Create Certificate Types
2. Create Certificate Providers
3. Upload/Create Certificates

Creating Certificate Types

Certificate types help you organize your training information, making it easy to see who has which certificates and who doesn't. Remember, you need to set these types up first before you can start adding certificates to the system.

The step by step walkthrough will show you how to do this.

Creating Certificate Providers

Just like certificate types, setting up certificate providers helps you organize and track certificates from outside sources or training providers. This way, you can easily access and report on accurate and up-to-date data.

Certificate Provider is an optional input for creating certificates.

Follow the simple steps below to begin setting up your certificate providers.

Uploading & Creating Certificates

There are two different ways to populate your SALUS platform with certificates depending on the use case. They are named and defined as follows:

Upload Certificate

• Typically used for certificates obtained through a third party.
• Requires the certificate to be accompanied by an image of a card or paper certification issued to the worker.

Create Digital Certificate

• SALUS will automatically generate an image associated with the certification.
• Used for certificates where an image of a card or paper certification is not available.
• Typically used for training conducted internally.