Set certificate status & status-related certificate checks - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
Certificate status
A configuration option is available to allow a status to be set on a safety certificate - this can be useful where a safety certificate has been given but, due to it not meeting various conditions, it cannot be deemed as completely satisfactory until various conditions have been met
This functionality allows:
Specific status options to be set on a specific certificate types
For example, gas & electrical safety certificates may be the only types where status options are neededDifferent status options to be set per certificate type
Status options to be customised to meet business requirements
Certificates to be reported on by status
Status-related checks
Once certificate status options have been set-up (as outlined above), further configuration options are available which allow specific certificate checks (within the certificate checklist) to be added in relation to the status set on the certificate
For example, when an electrical safety certificate status is set to Unsatisfactory C2, this could add 3 further checks to the checklist
To enable these configuration options, click here to contact Reapit Support
1. Add status to certificate To add a certificate status:
Options offered are dependent on business requirements and the certificate type chosen |
2. Status dependent check list items When the status has been selected
Example In this example setup, when the Status of an electrical safety certificate is set as:
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3. Report on certificate status Certificates can be reported on by status From Power Reports:
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