Help center
Practical guides for directors, assistant directors, and staff.
Getting started with CenterReady
From signup to your first readiness report in about an hour.
Importing staff from a CSV file
Use the template, map your columns, and fix errors before anything is saved.
Assigning roles to staff
Roles drive which requirements each person needs.
Activating and customizing requirements
Suggested templates are starting points you confirm — not legal conclusions.
Uploading documents
Admin uploads, employee self-uploads, and secure phone-friendly links.
Reviewing documents
Accept, reject with a reason, or request a replacement.
Understanding statuses
What Complete, Missing, Expiring soon, and the other statuses mean.
Configuring reminders
Warning windows, escalation, and delivery history.
Tracking training hours
Training years, hour targets, and center approval.
Generating reports
The inspection binder and focused reports.
Managing users and permissions
Owners, directors, assistant directors, employees, and reviewers.
Billing and plans
Trials, upgrades, downgrades, and the customer portal.
Exporting your data
Owners can export everything, anytime.
Deleting your account
A grace period protects against accidents.
Regulatory disclaimer
What CenterReady is — and is not.
Security overview
How your records are protected.