How do I attach a certificate or training record to a crew member?
When adding, pick the category “Diploma”, “HACCP training” or “Vaccination”: the question “For whom?” appears with the crew’s first names. Tap the name (or “Nobody in particular” for a shared document), then “Save”. The document then shows “For Martin” in the list and on its page, which is handy for the Certified Food Protection Manager certificate and food handler cards.
You can also start from the person: Settings › Account & establishment › Members, tap the name, then “Documents (training, diplomas)”: the “Documents of Martin” page groups their records and offers “Add a document” already attached to them.
Tip: on someone’s first day, photograph their food handler card from their profile; the whole crew’s training is then filed name by name.
Also in Documents
- How do I add a document (photo or PDF)?
- How do I activate a document to renew and set its due date?
- How does the reminder work, and how do I file the new document?
- What does the banner “documents to renew have no date yet” mean?
- How do I withdraw a document filed by mistake?
- Where do I find the documents register and export it?