Managing Instructor Certifications

Keeping your instructors' certifications current is a compliance requirement for virtually every certification body — AHA, ARC, HSI, and others require that instructors maintain valid certifications to teach accredited courses. CPR Enroll+ stores instructor certifications, tracks their expiration dates, and alerts you via the Certificates report when renewals are coming due.

Before You Begin

• Have the instructor's certification details ready: type, issuing association, certification number, discipline, initial date, and expiration date.
• Have a scan or photo of the certification card on hand if you want to attach it to the record.

Step-by-Step Instructions

Step 1: Add a Certification to an Instructor Record

1. From the sidebar, go to People > Instructors.
2. Click ⋮ > Profileon the instructor whose certification you want to add.
3. In the instructor edit view, scroll to the Certifications section.
4. Click + Add Certification.
5. Fill in the certification details:
   • Type — the certification type (e.g., BLS Instructor, ACLS Instructor)
   • Association — the issuing body (AHA, ARC, HSI, ECSI, NAEMT, NSC, ProTrainings, SafeSitter, AAP)
   • Certification Number — the unique ID from the certification card
   • Discipline — the training discipline covered
   • Initial Date — when the certification was first issued
   • Expiration Date — when the certification expires
6. Optionally upload a scan or photo of the certification card using the file upload button.
7. Click Save.
   
   

Step 2: Track Expiring and Expired Certifications

1. From the sidebar, go to Reports > Certificates.
2. Click the Instructor tab.
3. Use the Coming Due sub-tab to see certifications approaching their expiration date — act on these before they lapse.
4. Use the Expired sub-tab to see certifications that have already expired — instructors with expired certifications may not be eligible to teach accredited courses.
5. Export the data using the Export button for use in compliance reviews or renewal planning.

Best Practices

• Check the Coming Due report monthly, and treat the 90-day mark before expiration as your action point.
• Upload a scan of each certification card so proof is on hand for audits without chasing paperwork later.
• Don't let a certification lapse — many certifying bodies won't allow standard-track renewal once it expires.
• Export the Certificates report ahead of any compliance review so you have documentation ready.

Frequently Asked Questions