What do the certificate status badges mean?
Requested: The certificate has been successfully associated with a user, but it has not yet been completed by the user.
Submitted: The certificate has been completed by the assigned person. The certificate has not yet been verified by an admin.
Processed: An admin has verified the certificate and there are no additional actions to take. A verified certificate does not have a badge against it's record - this is to reduce clutter so other badges have higher visibility.
Expires soon: The expiry date entered against the certificate is within 2 weeks.
Expired: The expiry date entered against the certificate has now passed.
Archived: The certificate has been removed from the person profile. It is no longer visible to them, however an admin can find and restore this certificate in the future.
What are common certificate templates used in Worknice?
Below is a list of certificate templates our clients are using in their business. Alongside this list are the configurable field options that are used.
The field configurations are suggestions only. You can choose which ones to use based around your own requirements.