Open Admin Configuration
Go to Admin.
Select Configuration from the top navigation.
In the left-side configuration menu, select General.
Find the Certificates section
Scroll down until you see the Certificates section.
This section is used to add custom certificate types that can be assigned to staff members.
Add a certificate
In the Certificates panel, enter the certificate details.
Complete the following fields:
Certificate Title: Enter the name of the certificate.
Type: Enter the certificate category or type.
Description: Add a short explanation of what the certificate confirms or covers.
Example:
Certificate Title: First Aid
Type: Health & Safety
Description: Certificate for First Aid Training
Add more certificate entries
To add another certificate, select the plus (+) button.
A new blank certificate entry will appear.
Complete the same fields:
Certificate Title
Type
Description
You can add multiple certificate types, such as:
Working with Children Check
NDIS Worker Screening Check
First Aid
CPR
Manual Handling
Save the certificate list
After adding or updating certificate entries, select Save at the bottom of the Certificates section.
A confirmation message will appear when the configuration has been saved successfully.
Remove a certificate entry
To remove a certificate from the list, select the bin icon on the certificate entry.
A confirmation message will appear asking Remove this entry?
Select Remove to confirm, or select Cancel to keep the entry.
The entry is removed from the list, but the change is not saved until you select Save.
Save after removing an entry
After removing a certificate entry, select Save.
The system will show a confirmation message once the configuration has been saved.
If you remove an entry by mistake, use the undo option in the orange Entry removed message before saving, if available.
Important Notes
Certificate changes are not final until you select Save.
Use clear certificate names so they are easy to identify when assigning them to staff.
The Type field is optional, but it helps organise certificates by category.
The Description should explain what the certificate is used for.
Removing a certificate may affect future staff certificate assignment options.
Existing staff records may still need to be reviewed if a certificate type is removed or renamed.
Troubleshooting
If the Save button is disabled, check that the required certificate fields are completed.
If a certificate does not appear for staff assignment, return to Admin > Configuration > General and confirm the certificate was saved.
If you removed the wrong entry, use the undo option in the Entry removed message before saving.
If your changes are not showing, refresh the page and check whether the Configuration saved message appeared after saving.
If you cannot access this page, check that your account has the correct admin permissions.