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Raken Certifications
Carolina Manos avatar
Written by Carolina Manos
Updated over 3 months ago

Introducing the Certifications feature, which allows you to efficiently track and manage the certifications of your team members and workers within your company account.

How to create a Certification?

  1. Log into the Raken Web App.

  2. Click the Company tab at the top of the page.

  3. Click the option for Certifications.

  4. Click the green box labeled + New Type.

  5. In the box that appears enter in the name of the Type and its description.

  6. Click the orange Save button.

  7. Click the option for Certifications directly to the right of Types

  8. Click the green box labeled + New Certification.

  9. Select the certification type and the name of the certification.

  10. Click the orange Save button.

How to apply Certifications to employees?

Employee Level

  1. Log into the Raken Web App.

  2. Click the Team tab at the top of the page.

  3. Select the name of the person for which you would like to add a certification.

  4. Click the option labeled Certifications on the left side o the page.

  5. Click the orange + Certification to add a new certification to the employee.

  6. In the page that appears select the certification, date of expiration and a description for that certification.

  7. Attach any supporting documents if desired by either dragging the file to this menu or clicking the "paper clip" icon next to Description.

  8. Click the orange Save button.

Applying Certifications in Bulk

  1. Log into the Raken Web App.

  2. Click the Company tab at the top of the page.

  3. Select the Certifications option found near the top of the page.

  4. Click the Certifications tab found near the top left corner of the page.

  5. Select the certification for which you would like to apply to multiple employees.

  6. Click the Employees button found on the left side of the page.

  7. Click the orange Assign button found in the top right corner of the page.

  8. Select those employees that you would like to mark as certified.

  9. Click the orange Continue button at the bottom of the page.

  10. For each employee enter in the expiration date of the employees certification.

  11. Click the orange Save button.

Certification Reporting

  1. Log into the Raken Web App.

  2. Click the Project tab at the top of the page.

  3. Click the blue Reports button.

  4. Select the option labeled Certifications.

    1. Run a report once or schedule it to run and share it automatically.

    2. Select the project or projects for which you would like the report.

    3. Specify the timeframe for the report.

    4. Specify the report recipients.

  5. Click the Send button.


Frequently Asked Questions (FAQs):

Are certifications only available to the account admins or to everyone?

Answer: Everyone

Are the worker certifications available for both team members and workers?

Answer: Yes, you can upload certifications for both team members and workers.

Requirements

Please verify that you have either the Performance plan. If you need to upgrade your Raken account, feel free to contact us!

More Questions?

Feel free to email us or call us at +1 866-438-0646.
We're always glad to answer your questions!

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