4 results found
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Bulk email reminders
Bulk Email Reminder Function for Contractor Compliance Renewals:
We recommend implementing a bulk email reminder function that sends compliance renewal notifications to both the designated portal owner and the contractor's primary business email address. This will address a common industry issue where portal owners leave an organisation or fail to action renewal requests, resulting in expired insurances and certifications. By notifying multiple contacts within the contractor's business, compliance risks are reduced, renewal response rates improve, and contractor records remain current with less administrative intervention.
Business Need
A common issue across contractor management portals is that compliance documents (insurances, licences, certifications,…4 votes -
Can we remove the ability of ‘Limited Certification Managers’ to add new certificates (limit user access or create a new user role)?
Hi Team
I have this request for deeper control from Matthew at Cummins. Could you consider the ability to turn on or off the ability for a Limited Certification Manager to add new certificates, as we have customers that use this feature, and giving the ability to turn on or off the option will give total control to the customer.
Can we remove the ability of ‘Limited Certification Managers’ to add new certificates (limit user access or create a new user role)?
2 votes -
Have different certification notification periods per certification - currently can only have one setting across all certificates
Have different certification notification periods per certification - currently can only have one setting across all certificates
3 votesHi Lenore,
Thanks for your idea. We will open this up to the wider community for voting.
Thanks
Karl
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Certificate expiry
Have an expiry period on a certification itself, much like inductions. E.g. First Aid cert entered in the Cert manager is given an validity period of 1yr. So any first aid certs uploaded for people automatically alert based on ValidFrom date entered. I know there's the ValidTo date on each uploaded cert, but this is pretty error prone and it would be a good reference for people to know that the cert is only valid in our eyes for 1year before they need to renew.
3 votes
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