Certificate FAQs
What is a Certificate Type?
A Certificate Type is a company-specific name used to group and categorise certificates. You create your own types to match the certifications relevant to your workforce, such as First Aid, Fall Protection, or Forklift Operation. Certificate types are required before a certificate can be approved and included in compliance reporting. They also allow you to flag specific certifications as required across your organisation.
What is a Certificate Provider?
A Certificate Provider is the certifying organisation that issued the certificate, such as a training school or regulatory body. Unlike Certificate Types, providers are optional. Adding them helps you track where certificates came from and can improve the accuracy of your reporting.
What does the Required toggle do on a Certificate Type?
Turning on Required flags that certificate type as mandatory in your organisation. This is visible on the main Certificates page and can be used as a filter in Salus reporting, making it easy to see which workers are missing a required certification.
What are the different certificate statuses and what do they mean?
Each certificate is assigned one of three statuses based on the worker's certification and its expiry date:
- Certified: The worker has this certification and it is still valid.
- Expired: The worker has the certification but it is past its expiry date.
- Not Certified: The worker does not have this certification at all.
What file formats are supported for uploading a certificate?
Salus supports PNG, JPG, and PDF.
What is an Approved certificate?
An approved certificate has been reviewed by a Company Admin, assigned a Certificate Type, and confirmed as legitimate. Once approved, it counts toward compliance reporting and the worker's certification status is updated.
Certificates created or uploaded directly by a Company Admin are approved automatically. Certificates uploaded by workers through the mobile app go to the Unapproved queue and must be reviewed before they are approved.
What is an Unapproved certificate?
An unapproved certificate has been uploaded by a worker through the Salus mobile app and is waiting for admin review. Unapproved certificates do not count toward compliance reporting until they have been approved.
Salus AI reads each uploaded certificate image and pre-fills key fields such as the worker name, certificate type, issue date, and expiry date to help speed up the review process. Admins can review, correct, and approve certificates individually from the Unapproved tab, or use Bulk Approve AI to approve all certificates the AI has successfully identified with sufficient confidence in one step.
What does the AI Review column show?
The AI Review column appears on the Unapproved tab and shows a Review badge for every unapproved certificate. Clicking Review opens the certificate in edit mode, where you can see what the AI extracted from the certificate image and correct anything it got wrong before approving. A blue banner appears if the AI was unable to identify certain fields, and an orange banner appears if any extracted value does not match the worker's original submission.
Can I trust the AI pre-filled fields without checking them?
No. The AI does a good job in most cases, but it can misread dates, names, or certificate types, especially from low-quality photos. Always verify the extracted details against the certificate image before approving. The Certificate Type field is required and must be confirmed before an approval can be saved.
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