Once you have selected the appropriate Staff register, from the Employees tab you can click on Certified Persons (CP) or Other Conduct Rules (OCR) where you can drill down to the CP or OCR details. At this level your can review all the details held on the system against the member of staff, Issue a Certificate to CPs, review their Declarations, Training and Policy training records and upload any relevant documentation.
There are seven tabs, Profile, Statement of Certification, Declarations, Training, Polices, additional Information and Staff Type.
Tab | Description | Select for more information about a relevant section |
Profile | Details held on the system for the CP or OCR | |
Statement of Certification | Issue an SoC and review historic | |
Declarations | Details of the CP and OCR submissions and action Alerts | |
Training | Status of training assignments | |
Policies | Status of Policy assignments | |
My Submissions | Any Compliance Register Submissions | |
Additional Information | Upload internal documents and leave comments | |
Staff Type | Update the CP to OCR |