Track technical certifications, fabrication skills inventory, and training attendances
What this does
Maintains the technical qualifications and safety certifications required for fenestration manufacturing (CNC machine programming, structural silicone glazing, scaffolding safety, laser leveling) and tracks training attendance.
Before you start
- Skill types and training courses defined in HR settings.
Steps












Important
Maintaining verified Scaffolding and High-Rise Safety certifications is mandatory prior to assigning installers to exterior curtain wall projects.
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01
Open Employees › Learning › Training Attendances across Calendar, Kanban, and List views.
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02
Record course completions and certified skills under Certifications.
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03
Navigate to Reporting › Skills & Certifications to identify certified CNC operators and qualified site surveyors.
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04
Inspect Skills Inventory across List and Pivot views to plan workforce upskilling.
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05
Configure new qualification criteria in Configuration › Skill Types and Resume Sections.
Common mistakes
- Deploying technicians to complex structural glazing operations without certified sealant application training.
- Failing to renew expired third-party crane and scissor-lift operator licenses.
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