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.
Create a Certificate
Sign in to your site
Navigate to Permitting System, and click List:
Search for and select a record from the list:
Click Edit (Permitting & Project Systems only):
Select the Certificates tab:
Click Add New:
The system will assign a Certificate # to the record, select the certificate Type:
Enter the Date the certificate was issued, and if the certificate Expires, enter an expiration date:
Select to whom the certificate should be Addressed To:
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.Enter any Comments or Notes you need to appear on the certificate:
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.Click Save Certificate:
Print a Certificate
Sign in to your site
Navigate to Permitting System, and click List:
Search for and select a record from the list:
Click the Edit button:
Navigate to the Certificates tab:
Select a Certificate # (number):
Select Print Menu:
Select the correct certificate to print, configure options as needed, and click the Print button:
View & Edit Existing Certificates
Sign in to your site
Navigate to Permitting System, and click Certificates:
Use the search parameters to filter results and click Search:
Certificate Number: Enter the unique number assigned to the record
Type: Select the category from the dropdown, such as assembly, business license, or compliance
Permit Number: Enter the related permit number, if known
Inspection Number: Enter the inspection number associated with the record
Parcel Number: Enter the parcel or property identification number
Notes: Enter any keywords or text included in the notes to narrow search results
Location: Enter the address or location information related to the record
Date From: Select the earliest issue date to include in the search
Date To: Select the latest issue date to include in the search
Expiration Date From: Select the earliest expiration date to include in the search
Expiration Date To: Select the latest expiration date to include in the search
Replace Number: Enter the replacement number, if applicable
Print Number: Enter the print or copy number, if applicable
Addressee: Select who the document is addressed to, such as applicant, owner, or occupant
Signatory User: Select the user who signed or approved the document from the list
The list will populate with available results. Click the Details link to view the record a certificate is associated with:
Click the Edit button:
Navigate to the Certificates tab. Select the applicable certificate if there's more than one, then click on the Edit link:
Scroll down to view the Certificate Data, and update fields on the certificate as needed:
Certificate Number: Enter the unique number assigned to the record
Type: Select the category from the dropdown, such as assembly, business license, or compliance
Date: Select the issue date for the certificate
Expires: Select the expiration date for the certificate
Addressed To: Select who the document is addressed to, such as applicant, owner, or occupant
Replacing Certificate Number: Enter the replacement number, if applicable
Print Certificate Number: Enter the print or copy number, if applicable
Comments: Enter any comments, if needed
Signatory: Select the user who signed or approved the document from the list
Signatory Title: Select the title of the person who signed or approved the document from the list
Notes: Enter any notes, if needed
Click Save Certificate:
