Team
Certifications
Know whose certificate lapses next.
The problemSafety and qualification certificates expire quietly, and you find out when a client or inspector asks.
The resultOne register shows every certificate, and a warning lists the ones that expire within 30 days.
What you can do
- See every staff certification with issuer, issue date and expiry
- Get a warning for certificates expiring within 30 days
- Open the document linked to a certificate
- Record, change or remove a certification through the assistant
- Start a workflow when a certificate is about to expire
Who can use it
Owners and Admins can use this.
The page is for people who manage staff: Owners and Admins out of the box. It is read only. Recording a certification needs permission to update staff.
Ask Heyva AI
Which certificates expire in the next 30 days?
Record a food-safety certificate for a team member
Show all certificates for one person
Questions
How do I add a certificate?
Ask the assistant to record it for the person, with the name, issue date and optionally the expiry, the issuer and a link to the document. The register page itself has no add button.
What does the warning at the top show?
Certificates that expire within 30 days. The label turns red when seven days or fewer are left.
Does an expired certificate block a job?
No. A service can list the certifications it requires, and the portal warns when you assign someone without one, but nothing is blocked.
Can I be told before a certificate expires?
Yes. An expiring certification is a trigger in the workflow builder, so you can send a message or create a task when it fires.
For AI agents
Heyva AI and connected assistants can do this with these tools:
heyva_list_certificationsheyva_list_expiring_certificationsheyva_create_certificationheyva_update_certificationheyva_delete_certificationheyva_set_service_required_certifications