The Asset Management, Permitting, Projects, and Fire and Safety Inspection modules let all users add and view certificates in the system.
Important Notes:
The data displayed will vary from module to module. Learn more about Records Lists.
Instructions
Sign in to your site
Click the Permitting System menu:
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:
Click the Certificates tab:
Select the applicable certificate if there's more than one, then click on the Edit URL:
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:
