For the complete documentation index, see llms.txt. This page is also available as Markdown.

Certificates

Activate Certificates, create certificate types, assign them to employees, and track expiry in OutSmart.

Certificates helps you manage employee certifications and qualifications in OutSmart.

Use this section to activate the Power-Up, set up certificate types, assign them to employees, and track expiry.

Certificates is a Power-Up. Power-Ups are available from Boost onward. Availability can also depend on your license and configuration.

In this guide

What you do with Certificates

  • manage certificate types per organization

  • assign certificates to employees

  • store certificate attachments and expiry dates

  • view certificates in the mobile app

  • review certificate data on the dashboard

  1. Start with Introduction to Certificates.

  2. Next create certificate types.

  3. Then assign certificates to employees.

  4. Finish with attachments, expiry tracking, and dashboard widgets.

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