- Administration
- Qualifications
- Manage credentials for users in your organization
Manage credentials for users in your organization
Learn how to manage credentials for users in your organization via the web app.
Que sont les qualifications dans SafetyCulture ?
La fonctionnalité Qualifications de SafetyCulture simplifie et rationalise la gestion des qualifications de votre personnel. Qu'il s'agisse de certifications ou de qualifications externes telles que les permis de conduire et les cours de premiers secours, notre plateforme offre un référentiel unique et organisé pour toutes ces qualifications.
Associées à la Formation dans SafetyCulture, les certifications garantissent la conformité totale de vos équipes. Par exemple, un opérateur de chariot élévateur peut suivre un cours d'initiation au site et disposer d'un permis de chariot élévateur en tant que certification pour des opérations sur site en toute transparence.
Users can customize their notification settings to be notified when their credential is about to expire.
Please note that you need to have Autorisation « Gestion de la plateforme : utilisateurs » to manage another user's credentials from the list of users in your organization.
Add a user’s credential
Click your organization name on the lower-left corner of the page and select Utilisateurs.
Select a user.
Click
Ajouter une certification on the right-hand side of the page.
Upload photos or PDF files of the user’s credential.
Select a credential type.
Enter the details accordingly.
Click Enregistrer.
Edit a user’s credential
Click your organization name on the lower-left corner of the page and select Utilisateurs.
Select a user.
Click
on the credential's right-hand side.Select
Ajouter une version or 
Edit latest version to create a new credential or update an existing one. Update the credential accordingly.
Click Enregistrer.
Afficher l'historique d'une certification
Cliquez sur le nom de votre organisation en bas à gauche de la page et sélectionnez Utilisateurs.
Cliquez sur le nom d'utilisateur.
Sélectionnez Qualifications en haut de la page.
Cliquez sur
à droite de la certification et sélectionnez .
Sur cette page, vous pouvez voir quand la certification était valide pour chaque date d'observation et d'expiration de la version.
Si vous disposez de l'autorisation « Gestion de la plateforme : Certifications", vous pouvez également afficher les détails de chaque version de la certification et ses fichiers multimédias.
View a user’s credential version’s activity
Click your organization name on the lower-left corner of the page and select Utilisateurs.
Select a user.
Select a credential.
Click Activité from the tab on the left-hand side of the page.
In this tab, you can view changes made to the following fields of the user's credential over time:
Issue date
Expiration date
Media files
View a user's credential approval status
Click your organization name on the lower-left corner of the page and select Utilisateurs.
Select or search for the user to view their credentials.
View the approval status on the lower-right of the credential.
La suppression est irréversible et nous ne pouvons pas restaurer les éléments définitivement supprimés. Une confirmation est toujours nécessaire avant toute suppression, afin de s'assurer que vous ne supprimez pas accidentellement le mauvais élément.
Delete a user’s credential
Click your organization name on the lower-left corner of the page and select Utilisateurs.
Select a user.
Click
on the credential's right-hand side, and select 
Delete.
In the pop-up window, click Supprimer.
Bulk uploading credentials is only available to users with Autorisation « Gestion de la plateforme : références ».
You can only bulk upload up to 20,000 credentials at a time.
Bulk upload credentials
Click your organization name on the lower-left corner of the page and select Qualifications.
Click
on the upper-right of the page and select 
Téléchargement groupé (CSV).Click Télécharger un modèle CSV on the upper-right of the page.
Open the CSV template and follow the instructions to add your credentials.
Once you're ready, your CSV should look something like the following example:
Go back to the web app and upload your CSV.
Review the list of credentials you're uploading. If there are any errors, resolve each error, and then click Importer à nouveau to try again.
Once you're ready, click Suivant on the upper-right of the page.
Upload the media files for each credential. By default, media attachments are required for each credential. However, if you want to skip and upload the credentials first, you can click Make media optional on the upper-right of the page.
Once you're ready, click Finish and upload.
If approval is required for each credential, credentials will need to be approved individually after they're bulk uploaded by default. However, you can skip the manual approval and approve all the credentials in bulk by clicking Approuver in the pop-up window.
CSV troubleshooting guide
If there's an error in the CSV of credentials you've uploaded, we'll highlight it when you're reviewing the data. You can refer to the following potential errors for resolutions.
Error | Resolution |
|---|---|
Credential type doesn't exist | Please ensure the credential type is created in your organization. If the credential type has been created already, check that the spelling in your CSV file is correct. |
User doesn't exist | Please ensure the user is added to your organization. If the user is added already, check that the user's email in your CSV file is entered correctly, or that the user isn't deactivated. |
Invalid date format | Please ensure the date format matches your profile's date and time format. |
Expiration date is earlier than issue date | Please ensure the expiration date is on a day after the issue date. |
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