The Certification Synchroniser is designed to update an item of plant's certification records from a master asset or inventory system source. This function is used by clients who wish to retain an existing internal plant system rather than use the functionality built into Ideagen Workforce Safety, but still want to display certification status in Ideagen Workforce Safety.

Key Plant fields include:

• Serial Number

• Certification Name

• Certification Interval

• Date Certified

• Date Expiring

• Certifying Company

• Comments

Uploads:

• Full employee files or changes only (delta files) are accepted.

• Initial population is typically via a full upload, followed by delta files for updates.

📥 Inputs

• Valid Plant details loaded in Ideagen Workforce Safety (Training Plant & Equipment module).

• Valid Plant serial numbers.

• Certification Name must match exactly.

• Valid Certification date in Ideagen Workforce Safety.

📤 Outputs

• Assets > Plant / Equipment module: Certification details (Plant Item/Serial No., Certification Title, Last Certified Date, Valid Until Date, Status).

• Comments added to the 'Notes' field in Plant Details screen.

• Reports auto-updated.

⚙ Configure Synchroniser

1. Log into Ideagen Workforce Safety Database

   • Click Settings icon and select Settings.
     
     
     
      

2. Navigate to Synchroniser - Certification from the Settings page.
   
   
   
    

3. Determine the Plant data you want to import from your master database into Ideagen Workforce Safety.

   • Check the Plant Certification data table to confirm supported fields.

4. Extract Plant data into a CSV file in the prescribed format:

   • File name must begin with certification and end with .csv (e.g., cert_31JUN2014.csv).

   • Save in a known network location.

5. Enter notification email address for synchroniser reports.

6. Choose notification type:

   • Error-only or error + success notifications.

7. Specify file details:

   • Number of columns in CSV

   • CSV Quote character

   • CSV separator

   • Title row presence

8. Map the columns to match your CSV fields.

9. Save your settings (usually one-time setup).

10. Upload file using FTP:

    • FTP Host: ftp.platinumsafety.com

    • Port: 21

    • FTP User: YOURCOMPANYNAME

    • Password: Provided upon subscription

📋 Plant Certification Data Table

• Required fields are indicated in bold red in the system.

• Used to uniquely identify each certification instance (e.g., Ladder visual check every 2 months, full check every 6 months).