Certifications
Track worker certifications, expiry dates, and compliance status across your entire workforce. The certification matrix gives administrators a real-time view of who is compliant, who is expiring soon, and who has lapsed — eliminating the spreadsheet-based tracking that most contractors rely on.
Navigation
Sidebar → Training → Certifications
URL: /certifications
Overview
The Certifications page presents a matrix of all workers and their certification statuses. Each row is a worker, and each column is a certification type. Color-coded status indicators make it easy to spot compliance gaps at a glance.
Status Indicators
| Status | Meaning |
|---|---|
| Valid | Certification is current — not expiring within the renewal window |
| Expiring Soon | Certification is within the renewal window (e.g., 60 days before expiry) |
| Expired | Certification has lapsed — worker may not be eligible for certain job assignments |
| Not Assigned | This certification type has not been assigned to the worker |
Dashboard Integration
The Company Metrics dashboard surfaces certification health at the top level:
- Certificates Expiring Soon — Count of certifications within their renewal window
- Certificates Expired — Count of lapsed certifications requiring immediate attention
These counts link directly to the certification matrix for drill-down.
Certification Types
Define the certifications your workforce needs to maintain. Typical ICI contractor certifications include:
Safety Certifications
| Certification | Required For | Renewal Period |
|---|---|---|
| Working at Heights | All field workers | 3 years |
| WHMIS (Workplace Hazardous Materials) | All workers | 1 year |
| Confined Space Entry | Workers entering tanks, vessels, tunnels | 3 years |
| Fall Arrest / Fall Protection | Workers above 3m/10ft | 3 years |
| First Aid / CPR | At least one per crew | 3 years |
| Lock-Out / Tag-Out (LOTO) | Workers near energized equipment | 3 years |
Trade Certifications
| Certification | Required For | Renewal Period |
|---|---|---|
| Journeyman Certificate of Qualification | Journeyman mechanics | One-time (no expiry) |
| Scaffold Erection | Workers building scaffolding | 3 years |
| Rigging & Hoisting | Workers operating lifts or cranes | 3 years |
| Asbestos Awareness (Type 1/2/3) | Workers in abatement or renovation | 1 year |
| Silica Awareness | Workers cutting/grinding masonry | 2 years |
Site-Specific Certifications
| Certification | Required For | Renewal Period |
|---|---|---|
| Security Clearance | Workers on government or sensitive sites | Varies |
| Nuclear Safety (CNSC) | Workers at nuclear facilities | Annual |
| Refinery/Petrochemical Safety | Workers at oil & gas sites | Annual |
| Site-Specific Orientation | Required per general contractor | Per project |
Managing Certification Types
Creating a Certification Type
- Navigate to Settings → Training (or use the certification management area).
- Click Add Certification Type.
- Configure the fields:
| Field | Description |
|---|---|
| Name | Certification name (e.g., "Working at Heights") |
| Renewal Window | Days before expiry to flag as "Expiring Soon" (e.g., 60 days) |
| Required | Whether this certification is mandatory for all field workers |
Renewal Window Configuration
The renewal window determines when a certification transitions from "Valid" to "Expiring Soon." Set this based on how long recertification takes:
| Training Type | Recommended Renewal Window |
|---|---|
| Online recertification (1 day) | 30 days |
| Classroom training (1–2 days) | 60 days |
| Multi-day certification course | 90 days |
| Certifications with limited class availability | 120 days |
Assigning Certifications to Workers
Individual Assignment
- Open a worker's profile from the certification matrix or Workforce → Users.
- Navigate to their Certifications tab.
- Click Add Certification.
- Select the certification type and enter:
| Field | Description |
|---|---|
| Issue Date | When the certification was obtained |
| Expiry Date | When the certification expires |
| Certificate Number | The credential number (if applicable) |
| Document | Upload a PDF or image of the certificate |
Bulk Assignment
For certifications that apply to your entire workforce (e.g., WHMIS):
- Select multiple workers from the certification matrix.
- Assign the certification type with dates.
Upload & Document Management
Each certification record supports document attachments:
- PDF upload — Scanned certificates, wallet cards
- Image upload — Photos of physical certificates
- Multiple documents — Attach renewal certificates alongside the original
Upload certificates as they're received — foremen can photograph wallet cards in the field and upload from the mobile app, keeping records current without office involvement.
Filtering & Reporting
Matrix Filters
The certification matrix supports filtering by:
| Filter | Options |
|---|---|
| Status | Valid, Expiring Soon, Expired, Not Assigned |
| Certification Type | Filter to a specific certification |
| Department | Filter by department |
| Trade Level | Filter by worker classification |
Compliance Reporting
Use the certification data for:
- COR (Certificate of Recognition) audits — Prove worker training compliance
- General contractor qualification — Show all workers on a project are certified
- Insurance requirements — Demonstrate workforce safety training levels
- JHSC (Joint Health & Safety Committee) reviews — Monthly compliance snapshots
Related Pages
- Union Hall Management — Workers' home halls for geographic assignment
- Trade Classifications — Worker skill levels and progression
- Human Resources Settings — HR configuration overview