InterventionQualification catalogs
Configure types, subtypes, course types, locations, and environmental conditions around your program’s requirements.
INTERVENTIONPRO / PEAKCERTIFYPEOPLE · PERFORMANCE · ACCOUNTABILITY
Qualifications, events & renewal
Know who’s ready.Before it matters.
Connect qualifications, supporting scores, signatures, and renewal events. Give your team a clear view of what is current, what is approaching expiry, and what comes next.
An InterventionPro module · Features depend on your agency’s configuration.
PeakCertifyWORKFLOW IN MOTION
ILLUSTRATIVE DATA · 01 / 04
01Record the qualification
02Plan the renewal
03Keep the supporting evidence
The module
Readiness is more than an expiration date.
PeakCertify keeps the qualification record connected to its scores, documentation, and the events where people earn or renew it.
Individual and group assignment
Assign qualifications to one or multiple people. Each recipient receives their own record and first-assignment notification.
Scores with supporting detail
Record scoring lines, pass/fail, issues, and additional scores, with supporting files connected to the qualification.
Review, sign, and lock
Employees review and sign their own qualifications. The signature locks the record and associated scores.
Events and registration
Schedule events, manage attendees and capacity, pause sign-ups, and let eligible employees register for open events.
Expiry views and reports
Filter expired and upcoming qualifications with 30, 60, and 90-day windows. Print or export qualification and score reports.
Field guide / free resource
Build a certification tracking process that stays current
This framework works for firearms qualifications, CPR, licenses, specialized training, and role-based credentials.
NO ACCOUNT · NO EMAIL · USE WITH ANY PROCESSMAKE IT PRACTICAL / ILLUSTRATIVE EXAMPLE
THE VAGUE VERSION
Expires next month.
ADD THE CONTEXT
Qualification: sample annual refresher. Expiry date recorded. Renewal event selected before the deadline. Owner confirmed. Supporting score and signed record will be checked after the event.
Create a requirement matrix
List every role and the qualifications required for that role. Include the authority, renewal interval, and acceptable evidence.
Standardize each record
Capture the holder, credential, issue date, expiration date, score when relevant, and supporting documentation.
Use staged reminders
Notify the employee and supervisor early enough to schedule training, then escalate as the deadline approaches.
Separate status from evidence
A record is not complete because a date was entered. Confirm that the certificate, score, or approval is attached and reviewable.
Review exceptions routinely
Monitor expired, expiring, missing, waived, and not-applicable records. Each status should have a documented reason and owner.
Take it into the work
Certification record checklist
Use this as a starting point and adapt it to your organization’s process. Check your readiness here, print the guide, or use the spreadsheet template for your next review.
CSV · Opens in Excel or Google Sheets
Checklist selections are saved only in this browser.
0 of 7 ready
One reminder at the deadline
Renewals often require courses, range time, appointments, or approvals. Begin reminders far enough in advance to act.
Tracking only expiration dates
Without role requirements, evidence, and ownership, a date list cannot show whether the workforce is actually qualified.
Overwriting old records
Retain prior certifications and scores so you can explain continuity, gaps, and renewal history.
Looking ahead
What’s on the horizon.
These items describe future work for PeakCertify. Planned features, draft proposals, and deferred ideas are identified separately.
Proactive expiry notifications
The qualification stories identify expanded email or push expiry alerts as a future enhancement. Expiry views are already implemented.
Accreditation proof links
The planned standards module would connect qualification records to evidence requirements.
Agent-assisted readiness checks
The connected-agent roadmap would let permitted users ask for their own certification status and upcoming work.
Planned Connected accreditation
AccreditPath would connect standards, dated assessment cycles, assignments, and version-specific proofs from policies, quizzes, qualifications, and completed checklists. Its roadmap includes self-assessment, time-limited assessor access, reporting, edition crosswalks, and AI evidence suggestions for human review.
- Standards & cycles
- Evidence links
- Self-assessment
- Assessor access
- Reports & gaps
Planned Bring Your Own Agent
Connect an agency-approved personal AI agent to permitted platform information. The planned design includes expiring access, scoped permissions, useful answer tools, human-reviewed proposals, optional limited actions, event updates, exports, and agency oversight.
- Guided connection
- Permission controls
- Reviewable proposals
- Activity logs
- Revocation
Roadmap reviewed September 7, 2026. Planned features have no committed release date. Availability of implemented features depends on enabled modules, permissions, configuration, and rollout. The wider platform roadmap also covers shared messaging, team workflows, reporting, notifications, and record migration.
Straight answers
A little more clarity.
What should a certification record include?
Record the person, qualification, earned and expiry dates, issuing authority or program, status, supporting evidence, and the owner of the next renewal action.
How should we use 30, 60, and 90-day windows?
Treat them as planning views. Choose intervals that give your organization time to arrange a course or event, confirm attendance, and resolve a failed or missed renewal.
What happens when a qualification is signed?
In this workflow, signing locks the qualification record and its scores. The record remains available for review and reporting.
Are event automation and notifications always enabled?
They depend on the agency’s setup and deployed services. Qualification and event workflows are implemented; confirm the enabled automation for your environment with InterventionPro.
When you’re ready
Turn upcoming expirations into a renewal plan.
See how PeakCertify fits your agency’s workflow, people, and requirements.
Talk with InterventionPro