Cupid

Credentials

Practising certificates, accreditations and their expiry dates.

Credentials are records of practising certificates, specialist accreditations and other professional licences.

Adding a credential

Record:

  • the type;
  • the issuing body and identifier, where applicable;
  • the issue date; and
  • the expiry date.

Status

Cupid derives the status from the saved dates and renewal state:

  • Valid: active and not yet due for renewal.
  • Renewal due: approaching its expiry date.
  • Renewal in progress: renewal has started.
  • Renewed: replaced for the next period.
  • Expired: past its expiry date.

Expiry reminders are set under Notifications.

Firm view

Authorised firm staff can open Credentials to review expiry dates across the organisation.

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