Collaborate’s Contact Credentials and Training feature solves the issue of managing employees’ training information and credentials via multiple spreadsheets and/or documents. This new functionality allows for the tracking of what kinds of training employees have attended as well as what credentials currently employees have all in one place.
To add Credential information, navigate to the Contact Profile page of the Staff member. Then click the “Create Credential" link under Case Actions.
Next, the Type, Status, Start and End dates of the Credential can be set. Notifications can also be sent to the staff member letting them know that their credentials have been updated.
To add Training information, navigate to the Contact Profile page of the staff member. Then click the “Create Training” link under Case Actions.
Then the Category and Title of the training can be selected, as well as various details about the training, such as Completion Date, Location, and Provider of the training. Training Time can also be logged here, and PDFs of Training Certificates can be uploaded.
All Credentials and Training information can be found in the Credentials and Trainings listviews on the Contact Profile page of the staff member.
Credential and Training information can also be reported on via Collaborate’s robust reporting feature.
For assistance with configuring Credential and Training functionality in your application, please reach out to your Account Manager, or Submit a Support Request.