If you have a new employee, or if your company has recently enabled Aimsio’s Compliance add-on, new users can be notified to create their Aimsio account and upload certification credentials.
How to Notify Users to Submit their Certification
An administrator can trigger this notification from the Not Certified tab on the Compliance page by selecting the relevant users and clicking the Notify Selected button on the right.
SMS Invitation to Register with Aimsio
An SMS notification will be delivered to the employee (so long as a valid phone number has been associated with the staff) inviting them to activate a user account.
- Aimsio will suggest a user name based on the employee name. They can define their own password and tap Register.
- There is a short in-app tutorial explaining the layout of the app. From here a user can bookmark the URL on their phone to access Aimsio Compliance anytime.
My Status Tab
The My Status tab is the first screen that users will see when logging into Aimsio Compliance. Any recent approvals or submissions associated with your certifications are shown in the news feed, and users can see an overview of their compliance status.
Get Certified Tab
A list of certifications requiring verification will be found in the Get Certified tab. The icons to the left of the certifications will indicate your submission status.
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Clicking on any certification will allow you to send the necessary documents, or sign for a certification approval.
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At the bottom of the tab is a More button. Clicking this button will let’s users review the full list of all possible certifications in Aimsio and submit your credentials for review. You can use this button to: submit certifications and update a certification when a certification is about to expire.
How to Upload a Certification for Review
Clicking on any certification in the Get Certified tab will open a page that lets you send in your certification for approval. Depending on the type of certification you might need to:
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Sign using a digital signature
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Upload documentation
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Review documentation
Tapping the submit button will route your submission to the manager responsible for approval.
My Certifications tab
- The My Certifications tab lists all certifications that are valid according to Aimsio. You can click on any certification to get basic information regarding the approval and possible expiry.
