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Track compliance and equipment

Compliance records

The Compliance section shows the compliance history for your active staff, in four tables:

  • Certifications — role, when certified, when it expires, and current status.
  • Professional Development — continuing-education courses, dates, hours, and certificates.
  • Exams — exam type and the date passed.
  • Field Evaluations — date, evaluator, result, and documentation.

Each table is read-only and paginated. You can also see the same records for one person on their staff detail page.

Propose a compliance update

To add a certification, course, exam, or field evaluation:

  1. Open Compliance Proposals in the sidebar and select New Compliance Proposal — or use the Propose new link in the matching section of a person's staff detail page, which pre-selects the type for you.
  2. Choose what you're proposing: Certification, Professional Development, Exam, or Graded Field Evaluation.
  3. Pick the staff member and fill in the details for that record type.
  4. Select Submit Proposal.

The proposal goes to EEHM staff for review and appears under Compliance Proposals, where you can filter by type and check its status.

Equipment and calibration

The Equipment section lists your company's equipment with its type and calibration intervals (each type carries a longer manufacturer interval and a shorter field interval, shown together — for example, "TEC DG700 (mfr 4yr / field 1yr)"), serial number, who it's assigned to, calibration status, a Calibration Type column, and both its current and next calibration dates. The current calibration date is when the equipment was last calibrated (it reads Never calibrated if there's no record yet); the next calibration date is when it's due again. Equipment that is past due for calibration shows Overdue in bold red.

The Calibration Type column shows how the most recent calibration was performed — Manufacturer, Field, or Legacy (for older imported records). A manufacturer calibration sets the longer cycle and a field check can extend it, but a field check never shortens a manufacturer cycle that is still valid. Because of that, the Next Calibration date can reflect an earlier, longer-running calibration still on file rather than the most recent one shown in the Calibration Type column.

Below the page heading is a link to RESNET's Equipment Calibration Guidelines for Providers, RESNET's guidance on calibration and field-check requirements. It opens in a new tab.

Calibration is EEHM-managed

Calibration status and next-due dates are maintained by EEHM staff — you can't edit them directly. Company administrators can propose a new calibration record (with the calibration document) using Add calibration; EEHM reviews it and, once approved, adds it to the equipment's calibration history and recalculates the dates. See Propose a calibration record below.

Find equipment

When your list is long, use the controls above the table:

  • Search all columns — type in the search box to match across every column at once, including the assignment, the calibration status text, and the calibration dates.
  • Per-column filters — filter Type, Serial, Assigned To, Current Calibration, and Next Calibration by text, and Calibration Status by dropdown. Use the Calibration Status filter to narrow the list to just Overdue items.
  • Sort — select any column header to sort A–Z, and again to reverse it.

Searching and sorting cover your whole list, not just the page you're looking at. If the filters match nothing, the page tells you your equipment is still there — a filter never deletes data.

Propose new equipment

  1. Open Equipment or Equipment Proposals and select Propose Equipment / New Equipment Proposal (also available from the dashboard).
  2. Fill in the equipment type, serial number, and who it's assigned to.
  3. Select Submit Proposal.

The proposal appears under Equipment Proposals and is added to your equipment list once EEHM approves it.

Propose a change to equipment

Company administrators only. To change a piece of equipment you already have:

  1. On the Equipment page, select Edit equipment in that equipment's row.
  2. Edit the type, serial number, or assigned-to person. (Calibration status and next calibration date are EEHM-managed and can't be changed this way.)
  3. Select Submit Change Proposal.

A few rules:

  • You can't submit a change with no actual edits.
  • If a change is already pending for that equipment, the row shows a Pending edit badge instead of the link until staff act on it.

Like builder edits, an equipment change is tracked by this badge — it does not appear in the Equipment Proposals list, and the row updates in place once EEHM approves it. The Edit equipment link only appears for company administrators.

Propose a calibration record

Company administrators only. When a piece of equipment is calibrated, you can propose adding that calibration to its history:

  1. On the Equipment page, select Add calibration in that equipment's row.
  2. Fill in the calibration date (it can't be in the future), the calibration type (Manufacturer or Field), and who calibrated it. You can also add who confirmed it and any notes.
  3. Attach the calibration record — a document (PDF, image, or Word file) proving the calibration was performed. This upload is required.
  4. Select Submit.

A few rules:

  • If a calibration proposal is already pending for that equipment, the row shows a Pending calibration badge instead of the link until staff act on it.
  • The proposal appears under Calibration Proposals in the sidebar, where you can open it to check its status.

Once EEHM approves it, the calibration is added to the equipment's history, the current and next calibration dates update, and your uploaded record becomes downloadable from the equipment's Current Calibration column.

See Submit and track proposals for how review and approval work.