Set notifications for when a user's certification expires

Thirty days before a user's certification expires, the app automatically sends a notification to the user's manager. 

The app only sends one notification at the 30-day mark; it doesn't send subsequent follow-up notifications.

To set notifications for expiring certifications, you need to configure the following:

• Add certifications to the CMMS
• Assign certifications to the user
• Assign a manager to the user 
• Ensure the manager has notifications turned on

Add certifications to the CMMS

Some certifications are added to the CMMS by default. 

Add another certification or check certifications:

1. Navigate to Settings > CMMS Settings.
2. Click the Lookup Tables tab.
3. View default certificates or add new certificate by clicking the Add button:
   
4. Add a name and description, if desired, and click OK:
   

Assign the certification to the user

1. Navigate to Settings > Users.
2. Click the user to add a certification to.
3. Click the More dropdown menu and select Certifications:
   
4. Click the Add () button.
5. Select the correct certification from the Certification dropdown menu:
   
6. Enter additional details, including a name and description for the certification:
   
7. Add the date range that the certificate is valid for and click OK:
   
    

Assign a manager to the user

The user's direct manager receives the notification that the certificate will expire. 

To view or add a manager to the user:

1. Navigate to Settings > Users.
2. Click the user to add a manager to.
3. Under the Account Details tab, navigate to the Assign Manager(s) header and click Add (or Change):
   
4. Check the user(s) to assign as a manager and click Select:
   
5. Click Save to save your changes to the user.

Ensure the manager has notifications turned on

To ensure notifications are turned on for the manager:

1. Navigate to Settings > Users. 
2. Click the user to turn on notifications for.
3. Under the More tab, click Messaging:
   
4. Check both the Email all messages and Internal mail all messages checkboxes to receive notifications to the user's email address and internal inbox:
   
5. Click Save.

And notifications are set up. The assigned manager will receive a notification 30 days before the certificate is set to expire.