Certification Alerting

The certification alerting sends emails to users when certifications are expiring based on the criteria you set.

Setting up Alerts

You access the alerts panel from the Department tab on your training officer account. At the bottom you will see a panel labeled Alerts.

Adding New Alert

To add a new alert, click the + button on the alerts panel. A modal will pop up will all of the required information.

Required Information

1. Select Certifications — choose which certifications this alert applies to. You can select multiple certifications if they will share the same settings.
2. Select Time Frames — alerts are sent when a certification is approaching expiration based on these intervals. We recommend setting at least 2. Base the timing on how difficult the certification is to renew — NREMT may warrant an alert at 90 days, while a CPR card may only need 30.
3. Select Additional Recipients — choose any staff who should also receive this alert, such as training officers or others involved in training. This allows recipients to only get the alerts relevant to them. For example, your AHA coordinator can be set to only receive alerts for expiring AHA certifications.
4. Also Notify the Expiring User — this is checked by default and should generally stay on. For agency-managed certifications like fit tests, you may choose to notify only the responsible staff and leave the user out.

Edit Alerts

To Edit an alert, click the edit button under the Actions heading. This will bring up the same options you had when you created the alert.

Delete Alert

To delete an alert, click the delete button under the Actions heading.