Clearance runs on a shared vocabulary called credential types — things like "OSHA 30-Hour Construction" or "Confined Space Entry." A site's requirements are built from this list, and a worker's individual certifications are tagged against it. A cert with no type tag can never satisfy a site requirement, even if the names look identical to a human reading them.
1. Build the credential-type catalog
Go to Admin → Credential types. Two ways to populate it:
- Add types one at a time — name and optional issuer.
- Backfill from existing certs — seeds the catalog from cert names already on your workers, and tags any matching cert automatically. Ambiguous names are left untagged rather than guessed. Safe to run more than once as you add more workers.
2. Tag each worker's certifications
On a worker's edit profile, each certification has a Credential type dropdown once the catalog exists. Pick the matching type for every cert that should be able to satisfy a site requirement.
3. Set the site's requirements
On the site's detail page, check every credential type this site requires under Required credential types, then Save. A worker is cleared for the site once they hold a valid or expiring (not yet lapsed) cert of every checked type — an expired or untagged cert doesn't count.
See Building a site's crew roster to assign workers and see live clearance results against these requirements.