Certificates
The expiration date of certificates can be monitored and managed in the module Certificates. Certificates are subdivided into groups. Groups can be selected within the sidebar on the left.
What do the symbols mean?
Symbol Explanation The green ball indicates that a survey or certificate needs to b...
How do I create a new certificate?
Click on New. Select the Certificate type. Annual: A survey will be planned annually for th...
How do I reorder categories?
Right-click on a Category and select Reorder certificate categories... Select a category and u...
How do I reorder certificates?
Right-click on a Certificate and select the option Reorder certificate items... Select a certi...
How do I mark a survey as completed?
In the timeline of the certificate you want to extend, double-click on the symbol (this is only...
How do I copy all certificates in a category?
Right-click a certificate category and click Copy... Select the location where you want to cop...
How do I email certificates?
Click on Email... Select the email you want to send. You can select all certificates and all a...