Create a Certificate

The Asset Management, Permitting, Projects, and Fire and Safety Inspection modules let all users add and view certificates in the system.

Important Notes:

• The system will show a warning if a user tries to create a certificate on a permit record without a final inspection in pass status. The inspection must be created and marked as passed. However, the user can choose to override this process:

• The data displayed will vary from module to module. Learn more about Records Lists.

Instructions

1. Sign in to your site

2. Click the Permitting System menu:

3. Click List:

4. Search for and select a record from the list:

5. Click Edit (Permitting & Project Systems only):

6. Select the Certificates tab:

7. Click Add New:

8. The system will assign a Certificate # to the record; select the certificate Type:

9. Enter the Date the certificate was issued, and if the certificate Expires, an expiration date:

10. Select to whom the certificate should be Addressed To:

11. If you want the certificate number to match the permit number on the printed certificate, enter the permit number in the Print Certificate # (number) field:

    Note:

    • You may need to contact Support to enable this feature.

12. Enter any Comments or Notes you need to appear on the certificate:

13. Select the Signatory and Signatory Title. This is the signature and title that will appear on the certificate:

    Note:

    • You must supply an electronic signature for this to apply to the certificate.

14. Click Save Certificate: