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Staff Register: Employees

This article shows how to view details of all Certified Person (CPs) and Other Conduct Rule (OCRs) staff and add new entries.

Updated over 4 months ago

Permissions needed:

  • Management Console

  • SMCR Registers

What the staff register shows

  • All Certified Persons (CPs) and Other Conduct Rules staff added to the register

  • Status of certificates issued

  • Dates of certificates issued

  • Archived user accounts

How to view staff added to the register

1. Select Management Console > SMCR registers (in the sidebar) > SMCR registers tab > Staff register:
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2. This shows details of:

  • The employee

  • Employee type (CP or OCR)

  • Archived (yes or no)

  • Status of certification

  • Certification start and expiry dates

  • Draft certificate saved (yes or no)

How to add staff to the register

1. There are boxes for CPs and OCRs. Select the appropriate box, and enter (or copy and paste) each user's email address, separated by either a comma, semi-colon, or a new line
2. Select Add users
3. You'll see a note showing how many users were added. If a user can't be added, they may not have a live account:

That's how to view and add staff. No register available for you to select? You may need access to view and edit – please message your Customer Success Manager at support@skillcast.com. Need to create an entity and a register?

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