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Credential Management Made Easy with CSV Exports

In this release, you can now:Easily export any credentials you need, making it simple to share and keep credentials up to dateWhat you’ll love about this new functionalityYou can now export up to 50K credentials in one CSV file. This feature addresses the top feedback we received from you: the need for a comprehensive and efficient method to manage and distribute credential information. Benefits: Export all credentials across your organization from the Credentials page. This download respects the deactivated users filter. On any of the filtered credentials pages, you can download only the returned results, ensuring you get exactly what you need. Subcontractors can easily provide proof of compliance for their workforce to General Contractors & Clients, using SafetyCulture as their source of truth for qualifications. Keep your credentials organized and up-to-date effortlessly, ensuring your team always has the latest information. How to get started with the new releaseHead over to the Credentials page in your SafetyCulture app and start exporting your credentials today! Make sure you have the necessary permissions to access and download this information. To learn more about how to set up Credentials, visit our Help Center.  For any additional support, contact our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization management
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New permission: Training Manager

Empower managers with the tools and visibility they need to close knowledge gaps, encourage course completions, proactively address issues, and uplift performance.With this new permission, you can appoint users as managers for specific groups or sites, enabling them to conduct Practical Assessments, run Group Training, and view analytics tailored to their teams. All from a lite seat. What’s new? Assign Training Managers to groups or sites equipping leaders with the tools and visibility to oversee Training for their team. View team reports: Managers can view reports for their assigned team/s including the Performance Dashboard, CCBU, and Rapid Refresh reports. Conduct in-person training: Managers can facilitate Practical Assessments & Group Training for their team/s.  Why you and your managers will love this new update: Managers can view detailed training reports, enabling them to spot and resolve potential issues before they escalate. Managers can easily identify and address areas where team members need further training, ensuring everyone is up to speed and performing at their best. Site and store managers can quickly and easily verify employees have completed the necessary training before their shifts. Trainers and people leaders now have the tools to present on-the-job training and track attendance for toolbox talks, site inductions, orientations or onboarding sessions, safety briefings, and more. Managers can use Practical Assessments to observe and approve technical work, confirm correct process execution, and evaluate staff performance on the job at different stages of their employment.  How to Use It:Learn how to set up users as Training managers here. 

Related products:Training
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Simplify record-keeping with credential editing and detailed activity tracking

In this release, you can now:Edit credential versions directly to update issue dates, expiration dates, and media files (images or PDF files). Track any changes to a credential via the ‘Activity’ tab.What you’ll love about this new functionalityMaintaining accurate and up-to-date credentials for your team is crucial for ensuring workforce readiness. Errors in documentation or outdated credentials can lead to regulatory issues and hinder your team's operational efficiency. To address these challenges, we've enhanced the Credentials feature on SafetyCulture, enabling you to store and manage all your team’s credentials in one place and edit them as needed.Key benefits: Edit key credential details: Mistakes happen, and requirements change. Now, you can edit the issue and expiration dates and update media files for any credential version. This means corrections and updates no longer require you to start from scratch, saving time and effort. Credential activity tracking: Access a comprehensive log of all changes made to each credential version. With a clear and auditable trail of modifications, you can maintain a detailed record for compliance purposes.How to get started with the new releaseTo learn how to edit credentials in SafetyCulture, read our support article here.For any additional support, contact our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization managementUser management
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Ensure your team’s credentials are always up-to-date with automated renewal reminders

In this release, you can now:Set up automated reminders for credential renewals, empowering team members to keep their qualifications up-to-date with ease.What you’ll love about this new functionalityNavigating the complexities of credential management presents a unique set of challenges. From ensuring regulatory compliance to maintaining operational readiness, the stakes are high. The administrative burden of tracking and managing expiring licenses, certifications, and qualifications can be overwhelming, often detracting from strategic focus and innovation.That’s why we're excited to introduce a new feature that will transform credential management from a reactive task into a proactive, streamlined process. Team members will now receive an email notification 90 days, 30 days, and on the expiration date before their credentials expire.Key benefits:Accountable and empowered teams: Automated reminders nudge team members to take charge of their own credential renewals, fostering more proactive engagement. Reduced administrative workload: Say goodbye to manual tracking and follow-ups. This update lightens your administrative load, freeing up time for more strategic tasks. Continuous compliance: Stay ahead of expirations with timely reminders, ensuring uninterrupted compliance and operational readiness.How to get started with the new releaseTo learn more about our new Credentials feature, read our support article here. Alternatively, if you’d like to receive reminders for renewing your credentials, learn how to customize your account notifications here.For any additional support, reach out to our Support Team or your dedicated Customer Success Manager, and they’ll be happy to assist.

Related products:Organization managementUser management
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Get more control over asset visibility across your team

 In this release, you can now:Set more granular access controls for your assets What you’ll love about this new functionalitySince launching Assets last year, we’ve been amazed to see it being one of the fastest adopted new products in the SafetyCulture platform! But our work as always continues to make Assets an even more impactful tool to connect to your operations - now even more suited for larger organizations. That’s why we’ve released a new, more granular access permission for Assets. Built to empower these key roles with the necessary tools and information, while also maintaining a streamlined and secure asset management across your organization. Now, only users with the ‘Access’ assets permissions will be able to see the list of assets and then be able to dig into the assets profile. By default, the ‘Access’ permission will be turned on. However, it is important to note that even without the ‘Access’ permission, your team members can still select assets in the asset picker when working on inspections or actions.Asset access permission is perfect for anyone who needs detailed insights and control over asset management, such as those that oversee asset usage, maintenance, and performance monitoring.  How to get started with the new releaseTo learn more about how to manage your team’s permission sets, visit our Help Center.

Related products:Assets
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Tap & go with NFCs for Assets

In this release, you can now:Use NFC tags to more easily connect to your assets, surfacing asset information when you and your team are on the move. What you’ll love about this new functionalityIntroducing an easier than ever, more durable way for you to surface asset information on your mobile device. Using Near Field Communication (NFC) readers, a cutting-edge wireless technology that allows short-range communication between an NFC tag and your smartphone or tablet. Because it contains small chips that store links to open your asset's data, you can access important asset information quickly and hassle-free.The benefits of using NFCs are: Fuss-free set up: Setting up NFCs is a breeze. Just attach an NFC tag to your asset, and you're all set to integrate it seamlessly with the SafetyCulture app. No extra hardware required: NFC tags are designed for convenience. Their ease of setup means you don't need any additional devices. Cost-effective: NFCs are not only readily available but also budget-friendly, making them an economical choice for your business. Efficient: With just a tap of your smartphone on the NFC tag, you can instantly access asset history, conduct inspections, and take actions in a matter of seconds.NFCs are recommended for environments where that require a more durable solution than QR codes, in conditions where your assets face exposure to the elements such as in facilities management, fleet, plant and construction equipment. They are also simply just much much quicker to get set up than QR codes. Note: Only those with assets management permissions can edit the asset profile after scanning an NFC tag. Those without the asset management permission will only be able to view asset details. What will you use NFCs for? Tell us in the comments! How to get started with the new releaseFirst, you'll need to purchase NFC tags, which are very inexpensive. We have been using NTAG 213 and 216 tags which you can purchase through Amazon, but will soon be available in the SafetyCulture Marketplace. There are a few types of NFC tags. Stickers and keyring tags to more robust discs (recommended)  can be screwed into walls or fixed on equipment, they are available in a variety of shapes, sizes and materials. Larger discs are recommended over stickers as they have a stronger field and are more durable.To learn more about how to set up NFCs with Assets, visit our Help Center.See below for examples of NFC tags that you can purchase.  

Related products:Assets
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Stay organized and compliant with Credentials in SafetyCulture

In this release, you can now:Track and manage team credentials, licenses, and qualifications effortlessly. What you’ll love about this new functionalityYou've got to work hard to properly manage qualifications. It takes time, money, and effort to sift through piles of paper or navigate spreadsheets when you’re manually checking credentials throughout the day across your team. It introduces errors and puts compliance at risk if qualifications don't match industry standards. Maintaining compliance is crucial, which is why we’re excited to introduce Credentials, now available in SafetyCulture. With Credentials, you can: Access a comprehensive log of everyone's credentials in one convenient location. This not only simplifies record-keeping but also streamlines auditing and helps you stay organized effortlessly. Track expiration dates, empowering you to proactively ensure your team's ongoing compliance. No longer will you have to worry about outdated certifications slipping through the cracks.Credentials in SafetyCulture is an easy way to streamline the management of your teams’:Heavy machinery licenses Hazardous materials certifications Healthcare qualifications like nursing and CPR Manufacturing certifications Driver's licenses Training qualifications How to get started with the new releaseCredentials are now available for all plans. To learn how to add credentials via the SafetyCulture web and mobile app, read our support article here. We’re currently building a way for your contractors to verify credentials on-site and share them across multiple organizations. To learn more about how it will work to help drive improvement in your business, watch this SafetyCulture Next video. 

Related products:Organization managementUser management
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