Managing Personnel and Qualifications
Keep the technician register current: levels, methods, certifying bodies, and expiry dates.
Required permissions: Create and update personnel records within your organization's tenant.
The register makes qualifications visible when work is assigned, before dispatch, not after.
Before you begin
- Technician details
- Their certification documents
Step-by-step instructions
- 1
Add the technician
Full name and certification level (I, II, III) are required; add contact details and home region.
- 2
Record methods and body
Select their certified methods and the certifying body (ASNT, CGSB, ISO 9712, PCN, NAS410, or other).
- 3
Set the expiry date
Record the certification expiry so coordinators can see expiring qualifications at assignment time.
- 4
Maintain availability
Update status, available, on assignment, or off duty, as crews mobilize.
Expected result
A qualification-visible register that scheduling references.
What happens next
Use the register when assigning work; check expiry dates during assignment.
Fields explained
- Certification level
- Level I, II, or III per your certification scheme.
- Certified methods
- UT, RT, MT, PT, ET, VT, PAUT, TOFD, PMI, or hardness.
Important
- The register records what you enter, verifying current validity of certifications remains your responsibility; automatic expiry alerts are planned.
Troubleshooting
Technician missing in the assignment dropdown
Add them on the Technicians page first, only registered technicians can be assigned.
Related questions
Related guides
Related module
Personnel Qualifications module pageWas this guide helpful?
Contact support