TABLE OF CONTENTS

• Specify which Types of Certificates are required for different Types of Work Orders 
  • Update Certificate via Work Order Type
• Managing Employee Certificates in the Work Order Card
• Monitor Employee Certificates in the Dispatch Scheduling

Specify which Types of Certificates are required for different Types of Work Orders 

You can easily keep track of whether an employee has a particular certificate, and its expiry date when dispatching employees to a Site. To do this, specify which employee certificates are required in the relevant Work Order Types.

1. Open a Work Order Type card and go to the Certificates tab.
2. Add the required employee certificates to the table.
3. Select Requirement Type:
   1. Static Value — specify the minimum number of certificate holders needed within the dispatch crew
   2. Percentage of Crew — indicate the required percentage of crew members holding the certificate
      • The resulting number of certified crew is always rounded down. For example, if the crew size in a dispatch is 7 and the required percentage is 50%, the calculation yields 3.5, which is rounded down to 3 crew members who must hold the certificate.
   3. Each Crew Member — require that every individual dispatched possesses the certificate
4. In the Min of Crew Req column, enter the applicable threshold according to the selected requirement type—either a minimum number or a percentage.
5. For Each Crew Member option, the minimum requirement for the crew is always zero.

The system will warn you if you don't reach the minimum number of required certificates when you schedule dispatches for your crews.

Use dimensions such as Scenario, Carrier, Customer to track certificates for Dispatches under a specific scenario, customer, etc.

Update Certificate via Work Order Type

The Certificate Types you add in the WO Type card will be populated in generated Work Orders of that type.

To populate certificates in existing Work Orders, use the Update Certificate option on the ribbon of the WO Type card.

Managing Employee Certificates in the Work Order Card

You can manage employee certificates directly from the Work Order card. This feature allows you to view the currently applied certificates, edit the list, and adjust the minimum number of employees required to hold each certificate type for a specific Work Order.

How to Manage Certificates

1. Open the Certificates tab in the Work Order web card.
2. Review the current list of certificate requirements.
3. To remove a certificate type from the required list, click the bucket icon next to it.
4. To adjust the minimum number of employees required for a certificate type or change the percentage, click Min of Crew Req and increase or decrease the value as needed.
5. To add a new certificate requirement, click Add Requirements:
   • Select the Certificate Type.
   • Choose the Requirement Type.
   • And specify the minimum number/percentage of employees who must hold it.
     • For Each Crew Member option, the minimum requirement for the crew is always zero.
6. Click Ok to save.

Monitor Employee Certificates in the Dispatch Scheduling

In the web card of the Dispatch, you can see:

• the types of certificates required
• Who of the employees available for dispatch has the required certificate.

Note: Certificates in a Dispatch are an additional but helpful detail. If you find that some of your current employees don't have the required certificates, you can still create and publish a Dispatch.