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How do I add a certificate/training record?

Steps on how to add a certificate/training record to a profile.

1. Open the navigation on the left and click 'Training Compliance', then click 'Profiles'.

2. In the search bar, type in the name or the email address of the person's profile you are searching for and click the eye icon in the Actions column.

3. Click the plus icon to the right of the 'Active Training Certificates' heading and a 'Certificate Create' profile will appear.

4.Type in the name of the certificate/training record you want to add and click it when it appears in the dropdown.

5. Add the Expiry Date of the certificate/training record using the box by selecting the year, month, and date. The Issue Date will default to today's date.

6. Additional information such as 'Description', 'Time Logged' and 'Supplier' is optional to add.

7. Click the 'Save Changes' button.

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8. A 'Certificate Profile' will automatically appear

9. Click the 'Upload a Certificate button' to upload a PDF or JPG file of your cert/training record

10. Drag and drop the PDF or JPG file of the certificate/training record into the designated area or search on your PC to select the file and click upload.

11. The cert/training record will appear and can be viewed/edited/archived in the Actions column.

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