Certificates

For the office team

Certificates are issued when an engineer finishes a visit with a passed form that issues them. See When a form fails, and certificates.

Open Certificates to see them all, newest first.

The certificates list with each certificate’s customer, site, asset, issue date, expiry and status

Search by certificate number, customer or site.
Filter by Expiring (within 30 days), Expired, Valid or Void.
Select the download icon for the PDF.

A job’s certificates are also on its Files tab.

Expiry reminders

Thirty days before a certificate expires, the office gets an alert in Sustainable ERP and by email, once. Book the renewal visit from there.

Reports → Certificate expiry lists certificates that have expired and those running out in the next 90 days. You can export it for your customer.

Void a certificate

If a certificate was issued in error, select Void and give a reason. It stays on record, marked void, with its PDF. Certificates can’t be edited. To issue a new one, do the check again on a new visit.

Voiding needs the operations manager or administrator role.