Certificates are important for ensuring compliance, safety, and accountability. In your system, you can store certificates for equipment, staff, or organizations, and link them with documents such as inspection reports or training records. Keeping certificates up to date helps you maintain operational standards and meet legal requirements.
Follow the steps below to create a new certificate:
Access the Certificates Section
Once logged in, go to the sidebar menu and select Certificates.
Start a New Certificate
Click on New to open the certificate creation form.
Fill in Certificate Details
Complete the fields in the form:
Category – Choose the type of certificate (e.g., safety, training, compliance).
Asset, Company, Person – Link the certificate to the correct entity, ensuring you know who or what it applies to.
Issue Date & Issuer – Record when the certificate was issued and by whom.
Valid From / Valid To – Define the period the certificate is valid for.
Status – Select whether it is Compliant, Expired, or in another state.
Notes – Add any additional details or requirements.
Active – Mark the certificate as active or inactive depending on its current relevance.
Documents – Upload supporting files such as scans, licenses, or inspection reports for easy reference.
Save the Certificate
After entering all details, click Save to store the certificate. If you change your mind or entered something incorrectly, you can click Cancel to exit without saving.
