You can easily export all certificate documents for your personnel or filter the export to include only those relevant to a specific assigned Compliance Position or Project Role. This feature streamlines the process and helps you quickly gather necessary documentation.

Export Certificates from Personnel Profile

This method allows you to export all certificates for a personnel or filter by specific Positions or Project Roles.

From the personnel profile, scroll down to the Certificates section. Click the Add/Export button and select Export Certification.

Select All Certificates to export all certificates or choose specific certificates associated with Positions or Project Roles. Then, click Export.

Export Certificates from Project Role Details

This method allows admin users with appropriate permissions to export certificates directly related to a worker's engagement in a specific Project Role.

Navigate to the relevant Project Role and click on it to access the Role Details page.

Look for and click the new Export certifications button.

This will export the certificate documents that the personnel has against the requirements of that specific Project Role.

Your exported certificates will be delivered as a ZIP file. How you receive it depends on the size of the export:

• For smaller exports: The ZIP file will download directly to your browser's local storage (e.g. Downloads folder).
• For larger exports (if the browser download times out): An email containing a download link for the ZIP file will be sent to you instead.

Note: You will always receive an email with the download link for your ZIP file, regardless of whether it downloaded directly or not. The download link is valid for 24 hours.

Updated 20 June 2025 07:03