Register past compliance

Not everything you need to track happens from now on. A worker hired last year already attended their courses; a machine was serviced before 4HSE was in use. In these cases you register the certificate directly, without scheduling anything.

1. Open the definition level of the menu (Courses, Prescriptions, Plans, PPE equipment, Procedures).
2. Select the action the past compliance refers to.
3. In the Recipients tab, add the people or resources to certify, if they are not there already.
4. Click Wizards → Bulk certificate creation.
5. Select the recipients.
6. Fill in the certificate details — in particular the issue and expiry dates of the original document — and click Confirm.
7. Click Done.

The recipients move out of the New status and their expiry enters the scheduler like any other.

Tip

If what you have is a certificate issued by someone else, under a different name from the company action, use Link an external certificate instead.