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Try it in an example team

From missing document to reviewed record.

Open the missing record, preview the request, try the employee view, and approve the example submission.

All people, dates, and documents shown are fictional. No email is sent and no workspace record is saved. These examples do not establish licensing requirements or verify a credential.

Brightline Electrical · Example

4

People

1

Missing documents

0

Pending review

1

Reviewed records

EmployeeCredentialStatusNext step
Elena RuizJourneyman electricianElectrical safety trainingMissing
Riley ParkElectrical apprenticeJobsite safety trainingExpiring soonRenewal follow-up
Drew CollinsElectrical forepersonEquipment isolation trainingExpiredReview passed date
Quinn BellService electricianSite orientationValidOn file
  1. 1Missing document
  2. 2Request preview
  3. 3Employee upload
  4. 4Manager review
  5. 5Approved

Manager view

Start with the missing evidence.

Elena Ruiz · Electrical safety training

The team has a credential record for Elena Ruiz, but the supporting document is missing. Open it to see the next action.

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