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The short version. Upload a photo of the card. DirtView reads the expiry date and warns you before it lapses.

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Upload a card

1

Open the employee

Left menu → Employees → the person.
2

Add the certification and upload a photo of the card

A clear, flat photo. The expiry date gets read off the card.→ How the extraction works: Certifications Extract
3

Check the date it read

Always check. A misread expiry date is worse than no date, because you stop watching for it.

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Expiring and expired

Until the notification behaviour above is confirmed, don’t rely on DirtView to be the only thing watching an expiry that can put someone off the job. Keep your existing check as well.

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Next

The six roles

Who to assign to whom.

Custom roles

Building your own.