Attainments capture essential company certifications and registrations, such as public liability insurance and business licences. Organising these records directly on the company profile ensures your compliance data is accurate, reportable, and linked to automatic expiry alerts.
This guide covers:
- Opening the Attainments tab on a company profile.
- Entering or creating new skill names for company-level qualifications.
- Recording gained dates and mandatory expiry dates.
- Adding competency levels and internal comments for context.
- Saving records and attaching supporting digital documents.
Your company compliance is now documented and protected by automated monitoring.
💡 Power User Insight: Logging company-level attainments like insurance policies ensures that your parent organisation remains “Site Ready” alongside your people and equipment. By setting an expiry alert for these documents, the system will notify you well in advance of a policy renewal, preventing any administrative breaches that could pause your entire operation.