My courses
A certification and CE tracking portal is where professionals log each course with its certificate, keep their certifications and expiry dates in one place, and get reminded before one lapses.
Pattern: TrackingDescribe it to Pory
“Our agency nurses need to log CE courses with their certificates, and we want everyone reminded before a registration or certification expires.”
My courses
In plain English
A certification and CE tracking portal is where professionals log each course with its certificate, keep their certifications and expiry dates in one place, and get reminded before one lapses. It follows the Tracking pattern: a person's or asset's history, built up over time. Pory generates it from a plain-English description, with a login for each role (nurse and compliance lead) that shows only what that role should see, and flat pricing with unlimited nurses.
What it does
Course certificates lived in personal inboxes and phone photos until the compliance lead asked for them, all at once. In Pory a nurse logs the course, provider and completion date with the certificate uploaded, then sees whether it's been verified. Nobody forwards a blurry photo of a 2024 certificate at 11pm again.
Expiry dates were kept in a spreadsheet someone remembered to open every few months, which is how a lapsed registration got spotted on the rota. In Pory each certification carries its expiry date, and the holder gets a reminder in the portal and by email ahead of it. Nobody finds out on the morning of a shift.
Pory generates a portal from these pieces and wires the permissions between them. The same parts run a grant round, a help desk, and a tenant portal — only the names on the pages change.
Collect
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
An application page, a notice board, an open directory — pages and forms anyone can use without signing in, on your domain.
People create their own account and land in the role you chose for them.
Upload and view files on the record they belong to — not in a folder named FINAL v2.
Decide
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
“Where's my request?” answered as a progress bar on the submitter's own page.
Cards in columns. Drag a record to move it along.
Task lists ticked off per record, in its detail view, with progress — onboarding runs, inspections, opening duties.
Name who a record is for and it lands on their list, and nobody else's.
A reviewer's score, a coach's feedback, a clinician's note — kept on the record it belongs to, never lost in a thread.
Renewals, expiries and overdue work, in an in-app inbox and by email.
Share
Search, filters, sorting, inline add and edit — the spreadsheet, minus the sharing accident.
Portraits, names, and roles from a table, shown only to the roles allowed to see them.
Records on a month or week view, by date.
Records as cards or photos.
Open a unit, a pet or a listing to see its details and everything tied to it — requests, visits, offers. Share it by link; edit, change the status or add a related item from there.
Check-in details, benefits, updates — a page for a role to read.
Live figures over the records a viewer is allowed to see.
Control
Each person sees their own records, the ones assigned to them, their team's or the ones they manage. Fields can be hidden per role. Generated from your description, not set up field by field.
A sign-in link by email, by default. Password sign-in if you'd rather.
Your domain, your colours, your logo. Members see you.
Describe it in a sentence and send the invite. Unlimited nurses, flat price.