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.
Clearwater Plumbing · Example
4
People
1
Missing documents
0
Pending review
1
Reviewed records
| Employee | Credential | Status | Next step |
|---|---|---|---|
| Noah BennettService plumber | Backflow testing training | Missing | |
| Alex ReedPlumbing apprentice | Pipework safety training | Expiring soon | Renewal follow-up |
| Harper LanePlumbing foreperson | Confined space training | Expired | Review passed date |
| Taylor JamesPlumbing installer | Site orientation | Valid | On file |
- 1Missing document
- 2Request preview
- 3Employee upload
- 4Manager review
- 5Approved
Manager view
Start with the missing evidence.
Noah Bennett · Backflow testing training
The team has a credential record for Noah Bennett, but the supporting document is missing. Open it to see the next action.