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Must know
  • A certification is enforced only while its Active switch is on. Switching it off hides it from staff profiles and your team page but keeps everyone’s records.
  • Uplifter checks certifications when a coach is newly added to a program or event. A coach already assigned stays on after a certification lapses, and program edits still save.
  • To renew or correct a result, choose Revoke on the staff member’s Certifications tab, then grant it again. Revoke happens immediately with no confirmation.
  • Deleting a certification also deletes every staff member’s record of it and cannot be undone.
Before you start. Track qualifications like CPR / First Aid and require them before staff are assigned. You need View Settings to open the page, Edit Settings to add, edit or delete a certification, and Edit Staff to grant or revoke one (View Staff to see them).
1

Define a certification

Go to Settings > Organization > Certifications and click Add Certification. Enter a Name (the only required field), plus optional Description and Criteria. Choose an Evaluation Method: Pass / Fail or Point Scale (defaults 1 to 10, pass at 7). Pick a Renewal Period: None (one-time), 1 month, 3 months, 6 months, 1 year, 2 years, 3 years, or Custom (1 to 120 months). Under Required For (Scopes) tick Coaching Programs, Events or Competitions. Leave Active on and click Create.
2

Grant it to a staff member

Open the staff member’s profile, go to the Certifications tab, open the row menu and choose Grant. Record the Result (or the Score, for example “Score (1-10, pass: 7)”), the Granted Date and optional Notes, then click Grant Certification.
3

Renew or correct a result

Choose Revoke on that row, then Grant again with the new result. Re-grant (shown for Expired or Failed) only shows an error and changes nothing.
Expiry. Uplifter sets it to the Granted Date plus the renewal period, for a passing result only. A Fail, a score below the pass mark, or a one-time certification never expires. The Certifications tab. Each certification that is switched on shows Active, Expired, Failed or Not Granted, with dates, score and notes. An Active one offers only Revoke. The settings list. Search by name or description, and switch between table and cards. Click a row to Edit, or use its menu to Delete. What gets checked. Uncertified staff stay in the Add Staff Member picker but greyed out, with a “Missing:” line. Saving a program that adds one fails with “Missing required certifications”. Events are checked when you create them. When Ask Hero adds a coach to a program, it refuses one who is missing a certification. On Edit session, uncertified staff can be assigned but are flagged. The Competitions box is saved but not enforced. Other places they show. Turn on Show Certifications under Settings > Website > Team to show passed, unexpired, active certifications as badges on your club website. Changes, grants and revokes appear in My Organization > Activity log, not in Changes to this person on the staff profile. The log leaves out notes, descriptions and criteria. Removing a staff member deletes their records; deactivating keeps them. Related: How do I assign coaches and staff to a program? · How do I assign staff to an event? · How do I show my coaches on the Team page? · What’s on a staff member’s profile?