Add a certificate

1. Access Certificates

From the property record:

• In the Attributes panel, click the pencil icon

  Open

  

• At the top of the Attributes screen, click Appliances, Insurance & Safety

  • Safety Checks, Certificates, Insurance & Warranties are displayed in the middle of the screen

  • Tick Current Certificates Only to view current valid certificates

  • View all Certificates Details button (next to the add button on right) shows all certificates in one pop-out screen, as outlined here: View all certificate details in one screen

  • Double-click to view more details and/or edit

Open

2. Add new certificate

From Safety Checks, Certificates, Insurance & Warranties panel:

• Click  (to right)
  Complete the certificate details

• Choose the appropriate Category

• Select the certificate Type

• Enter the Booked date - this is usually the start date of the certificate/insurance

• Enter the Expiry Date for this certificate/insurance

  • No Expiry Date is a configuration option, outlined here:
    Allow specific certificate types to have no expiry date - configuration option

• Select the Provider or add new, if not found

• Enter the Certificate Ref.

• Checks is a configuration option, outlined here:
  Safety certificate checklist - configuration option

• Appliances allows you to associate any appliances to this certificate, outlined here:
  Link appliances to safety certificates/warranties

• In the field at the bottom, enter any related notes

• Click Save (top right)

3. Save associated documents

From top left of (saved) certificate:

• Click Documents (to display the Document Management window)

• Click and drag the document over this window (or click Add and browse to your document)

• When asked Copy file to correspondence folder, click Yes

• Document Properties is displayed allowing you to Rename the document, leave type set to Certificate and click Accept
  This determines how it appears and how it is categorised in the Document Management screen

The document is displayed in the Document Management window:

• Right-click over it for further options, such as Attach to e-mail

4. Expiry reminders

When a certificate is due to expire, reminders can be displayed in the Property Management panel on the Organiser

To determine what is shown in this panel:

• Hover over the panel header and click the cog icon
  
  

• The Pick categories to display section offers all options which can be added to the Property Management panel

  • Tick the required options

  • Click the tick (in panel header) to save