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How to set Currity up and keep it running, page by page, with the names of the buttons as they appear in the app. There are 14 articles, in the order you will need them.
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Getting set up
Your company, your crew, and what each role must hold.
- Getting startedSet up your company, load your crew and say what each role must hold, so the board can tell you who is cleared to work.
- Importing your spreadsheetBring in the crew list you keep today, check what Currity found, and save it in one go.
- Roles and requirementsTell Currity which cards each role must hold, so a card nobody ever collected shows up the same way an expired one does.
Where you work
Setting Currity up for a state or city with its own training rule.
Keeping cards current
The emails, the card links and the stickers that keep the board true.
- Warnings and the Monday summaryCurrity emails you before a card lapses, at 07:00 in your time zone, so the renewal gets booked in time.
- Crew card linksAsk a crew member for their cards with a link they open on their phone, then approve each card before it goes on the board.
- Hard hat stickersA QR code on a hard hat that anyone at the gate can scan with a phone camera to see if that person is cleared to work today.
Jobs and your office
Projects, the GC link, the packet, your team and your own paperwork.
- Projects, the GC link and the prequal packetPut a job's crew and the GC's own rules in one place, and give the GC a live link that always shows today's answer.
- Foremen and team membersGive your office their own logins, and give a foreman a view of just the crew at their sites.
- Company documentsKeep your insurance, licenses and bonds in Currity and get warned before one lapses, the same way as the crew's cards.
Your account
Billing, your data, and how to reach a person.
- Billing, the trial and cancellingTry Currity free for 14 days with no card, then pick the plan that fits the size of your crew.
- Your data and securityWhat Currity keeps, who can see it, and how to take it with you.
- Contact a personHow to reach a person at Currity, and what to send so we can help quickly.
Cannot find it? Contact a person.
Try it on your own crew.
Currity keeps every card date for your crew and warns you at 90, 60 and 30 days, so a lapsed card turns up on the board before it turns up on site.