Templates
Seed real requirements during onboarding.
Each template starts the workspace with 2-4 common requirements, then admins can edit validity periods, evidence rules, reminders, labels, and member instructions.
First aid / CPR / lifeguard
Aquatic centers, camps, schools, fitness facilities, and employers.
CPR / AEDFirst AidLifeguardingWater Rescue
- Default validity
- 1-2 years
- Evidence
- Proof card, provider, instructor note, or class completion PDF.
- Reminder schedule
- 60, 30, 14, 7, day-of, and post-expiration.
- Member-facing label
- Responder status
Example records
- Maya Chen - CPR / AED - active
- Maya Chen - Lifeguarding - expiring
Sailing / equipment checkout
Sailing schools, marinas, yacht clubs, rental counters, and outfitters.
Safety BriefingDinghy CheckoutKeelboat CheckoutWaiver
- Default validity
- Seasonal or annual
- Evidence
- Checkout notes, waiver, instructor approval, or safety briefing record.
- Reminder schedule
- Before season start and before checkout expiration.
- Member-facing label
- Rental clearance
Example records
- Noah Patel - Dinghy Checkout - active
- Noah Patel - Safety Briefing - expiring
Workplace / field access
Operations teams, labs, field crews, HR, facilities, and compliance teams.
Background CheckForkliftFood HandlerSite Safety
- Default validity
- Varies by policy
- Evidence
- License scan, training certificate, background check status, or approval note.
- Reminder schedule
- Configurable by requirement and location.
- Member-facing label
- Access clearance
Example records
- Jordan Reed - Background Check - active
- Jordan Reed - Forklift - expiring
Volunteer / nonprofit
Volunteer programs, nonprofits, event teams, and community organizations.
OrientationBackground CheckRole TrainingCode of Conduct
- Default validity
- Annual
- Evidence
- Orientation completion, signed policy, role training, or screening note.
- Reminder schedule
- Before volunteer season and after expiration.
- Member-facing label
- Volunteer ready
Example records
- Avery Stone - Orientation - active
- Avery Stone - Background Check - missing proof
Youth program / camp
Camps, youth sports, schools, childcare programs, and trip leaders.
Mandated ReporterFirst AidDriver ApprovalSwim Test
- Default validity
- Annual or seasonal
- Evidence
- Training proof, driver approval, screening status, or swim-test record.
- Reminder schedule
- Before program launch, camp sessions, and renewal windows.
- Member-facing label
- Program clearance
Example records
- Taylor Kim - Mandated Reporter - active
- Taylor Kim - Driver Approval - pending review
Custom
Any team replacing a credential spreadsheet or manual proof process.
Requirement 1Requirement 2Proof UploadRenewal Reminder
- Default validity
- Your rules
- Evidence
- PDFs, images, approval notes, or any proof your team already accepts.
- Reminder schedule
- Your renewal cadence
- Member-facing label
- Credential status
Example records
- Alex Morgan - Core Requirement - active
- Alex Morgan - Proof Upload - pending review