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.
Northstar HVAC · Example
4
People
1
Missing documents
0
Pending review
1
Reviewed records
| Employee | Credential | Status | Next step |
|---|---|---|---|
| Avery BrooksHVAC service technician | Refrigerant handling training | Missing | |
| Jamie ChenHVAC installer | Equipment installation training | Expiring soon | Renewal follow-up |
| Morgan EllisHVAC service lead | Service safety training | Expired | Review passed date |
| Casey DavisHVAC apprentice | Workshop orientation | Valid | On file |
- 1Missing document
- 2Request preview
- 3Employee upload
- 4Manager review
- 5Approved
Manager view
Start with the missing evidence.
Avery Brooks · Refrigerant handling training
The team has a credential record for Avery Brooks, but the supporting document is missing. Open it to see the next action.