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The First Aid section on the staff profile Qualifications tab records whether a staff member holds a current first aid certificate, along with the provider, course, and expiry date. A full history is kept every time the details are updated.

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Recording a first aid certificate

From the staff profile Qualifications tab, scroll to the First Aid Certificate section. Fill in:
  • Holds a current certificate — Yes or No
  • Training provider — the organisation that issued the certificate (e.g. St John, Red Cross)
  • Course name — the specific course completed
  • Expiry date — when the certificate expires
Click Save First Aid. A new entry is added to the First Aid History table below, and the status badge updates automatically.

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Certificate status

The status badge is calculated from the expiry date: Staff who have indicated they don’t hold a certificate show a separate indicator.

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First aid history

Every time first aid details are saved, a new row is added to the First Aid History table. The history shows whether they held a certificate at the time, the provider, course, expiry date, status badge, who recorded it, and when. History is permanent — entries cannot be edited or deleted. This gives you an auditable record of first aid status over time.

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Uploading a certificate

If you have a copy of the certificate to keep on file, upload it to the staff member’s Documents tab. Attaching it to the Documents tab keeps it alongside their other compliance files and makes it easy to retrieve for ERO review.