Labels show the skills, languages, certifications, and other facts of a staff member. You add labels to a staff member on their user page, in Staff Member Labels.
Open the labels of a staff member
Go to Settings > Users.
Click the name of the user. You can also click the gear icon in the row of the user, then click View Details. The User Details page opens.
Find the Staff Member Labels card.
The card shows the certifications of the staff member below Certifications, and the other labels below Labels. The other labels are in groups by category, for example Language or Location.
Add a label
Click Add Label. A list of labels opens, in groups by category.
To find a label, enter its name in the Search labels... box.
Click the label. A message tells you that PaxFlow added the label.
To add more labels, do the steps again. A certification that you add here is approved immediately. It has no dates, so it stays valid until you set a Valid until date.
Remove a label
Below Labels, click the X icon on the label. A message tells you that PaxFlow removed the label.
To remove a certification:
Click the trash icon in the row of the certification.
Click Remove. PaxFlow also deletes the licence documents of the certification.
Set the dates of a certification
Do these steps when you add a certification, or when a staff member renews a certification.
Below Certifications, find the certification.
Enter the first day in Valid from and the last day in Valid until.
Click Save dates. A message tells you that PaxFlow updated the certification.
You can leave one date or both dates empty. Valid from must be on or before Valid until. You can change the dates of an approved certification only.
Each certification shows its status: Approved, Pending approval, or Rejected. An approved certification can also show:
Not valid today: today is before Valid from or after Valid until.
Expires in 30 days or Expires today: the Valid until date is within the alert time of the certification. The default alert time is 184 days.
Look at the licence of a certification
In the row of the certification, click Licence. The row shows the licence documents of the certification.
To close the documents, click Hide licence.
Approve or reject a certification
A certification that a staff member adds on their profile has the status Pending approval. Its row shows Approve and Reject.
To approve the certification, click Approve. The status changes to Approved.
To reject the certification:
Click Reject. A window opens.
Enter the reason in the Rejection reason box.
Click Reject. The status changes to Rejected, and the row shows the reason.
You can also approve or reject certifications in Reports > Certifications. See Certifications report.
Notes
The Staff Member Labels card shows only when the user is a staff member.
Add Label shows only the labels that have Staff Members selected in Assignable to. You create and change labels in Settings > Labels. See Creating a new label.
A certification is a label with the category Certification. On the label, Alert before expiry sets the alert time.
To add a rejected certification again, remove it first.
To open Settings > Users, your user group must have access to it. See User groups.