Create & Manage Certificates

The Asset Management, Permitting, Projects, and Fire/Safety Inspection modules all let 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.

Create a Certificate

1. Sign in to your site

2. Navigate to the applicable module and List:

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

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

5. Select the Certificates tab:

6. Click Add New:

7. The system will assign a Certificate # to the record, select the certificate Type:

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

9. Select to who the certificate should be Addressed To:

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

    Note:
    You may need to contact Support to enable this feature.

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

12. 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.

13. Click Save Certificate:

Print a Certificate

1. Sign in to your site

2. Navigate to the applicable module and select List:

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

4. Select Print Menu:

5. Select the correct certificate to print, configure options as needed, and click the Print button:

View & Edit Existing Certificates

1. Sign in to your site

2. Navigate to the applicable module and select Certificates:

3. Use the search parameters to filter results and click Search:

4. The list will populate with available results, click the Details link to view the record a certificate is associated with:

5. Navigate to the Certificates tab and select the applicable certificate if there's more than one:

6. Scroll down to view the Certificate Data:

7. To modify the certificate, click Edit on the record (Permitting & Project Systems only):

8. Navigate back to the Certificate tab and update fields on the certificate as needed:

9. Click Save Certificate: