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Certified Person and Other Conduct Rules Staff view at Staff Register Level

Updated over 2 years ago

From the Register level for the Certified Persons (CP) or Other Conduct Rules (OCR) provides you with an overall view of the the CP and OCR staff added to your register. From here you can

  • export the details in excel format

  • review the current date range for any Statement of Certification issued and the current status

  • review any CP or OCR that has been removed from the register and drill-down for historic information against that member of staff

  • grant access for other admins to the register

  • enable the required settings for the register

  • set up the notification emails

  • select if the register should include CP and OCR staff

  • selecting an audience group should you wish to have the staff members added automatically

Tab

Description

Select for more information about a relevant section

Employees

Displays all CP and OCR staff, current status of certificate and annual date.

Archived

CPs or OCRs that have been removed from the register

Access Control

View administrator permissions and grant access

Settings

Tailor the:
Certificate
Request acceptance settings
Module submission requirements

Email Settings

Tailor the notification emails for the register

Staff Types

Change the type of a member of staff

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