Track Which Employees Are Certified for Which Equipment
Operations can't legally assign uncertified employees to equipment, but the certification matrix lives in a binder. Track every employee's equipment certifications and gate assignments accordingly.
- 1
Build the Matrix
Record each employee's equipment certifications and expiry dates.
- 2
Gate Assignments
Add a
Webhooknode validating certification before an equipment assignment confirms. - 3
Flag Expiries
Add a
Schedule Triggeralerting on certifications nearing expiry. - 4
Drive Recertification
Prompt recertification before lapses create coverage gaps.
- 5
Activate and Test
Activate the workflow with an uncertified test assignment. Confirm the gate blocks it.
Frequently asked questions
Why gate assignments?
Assigning an uncertified operator to a forklift or crane is a serious liability — the gate prevents it structurally.
Cross-training gaps?
The matrix reveals single points of failure where only one person is certified for critical equipment.
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