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Certificates (block management)

Certificates (block management)

This guide has been reviewed against our global client base and classed as relevant to all regions

This page outlines how to add Safety Certificate, Insurance Policy and Warranty related information - certificate and insurance information can be added for a whole estate or a specific block within that estate

When certificates reach their expiry date, a reminder can be displayed in the Block Management panel of the Organiser

1. Access Certificates / Insurance section

From the Estate record:

  • Click Certificates / Insurance in the bottom section of the screen

    Existing certificates are displayed, organised by estate/block

    Double-click to view more details and/or edit