Certificates

• What do the symbols mean?
• How do I create a new certificate?
• How do I reorder categories?
• How do I reorder certificates?
• How do I mark a survey as completed?
• How do I copy all certificates in a category?
• How do I email certificates?

What do the symbols mean?

Symbol	Explanation
	The green ball indicates that a survey or certificate needs to be updated in this period. At the moment, no additional actions are required.
	The green ball with the curl indicates that this survey has been performed. This survey has been included in the history tab.
	The orange triangle indicates that the survey or certificate renewal is currently in the window period and therefore needs your attention.
	The red diamond indicates that a survey or certificate needs to be renewed and actually is overdue.
	The line to the left of a symbol indicates the window period before the survey or certificate renewal. The length of the line indicates the number of months in this period.
	This certificate has expired and the due date is not in the current view.

How do I create a new certificate?

1. Click on New.
2. Select the Certificate type.
   
   
   
   • Annual: A survey will be planned annually for this certificate.
   • Intermediate: A survey will be planned for some time between the date of issue and the date of expiry.
   • None: Use this type when no intermediate surveys are required.
     
3. Complete all required fields.
4. Click on Save & close.

If a certificate is entered with an issue date but without an expiry date, enter a 0 in Renewal after. This will remove the expiry date from the screen.

How do I reorder categories?

1. Right-click on a Category and select Reorder certificate categories...
2. Select a category and use Move up and Move down to change the order.
   
   
   
3. Click on Save & close.

How do I reorder certificates?

1. Right-click on a Certificate and select the option Reorder certificate items...
2. Select a certificate and use Move up and Move down to change the order.
   
   
   
3. Click on Save & close.

How do I mark a survey as completed?

1. In the timeline of the certificate you want to extend, double-click on the symbol (this is only possible if the colour is orange or red ) or right-click on the symbol and select Endorsement...
2. Complete all required fields.
   
   
   

3. Select the annual or intermediate survey that has been completed.

4. Click on Save & close.

 After extending the certificate, a green ball with a curl will appear. 

When carrying out a survey, select the option Extra survey to save an interim survey in the certificate history.

How do I copy all certificates in a category?

1. Right-click a certificate category and click Copy...
2. Select the location where you want to copy the certificate category to.
   
   
   
3. Click Save & Close.

The history of the certificates will also be copied.
A location is not displayed during the copying process if:
- the destination has no module Certificates.
- the source has a docking certificate and the destination does not.

How do I email certificates?

1. Click on Email...
2. Select the email you want to send. You can select all certificates and all attachments at the same time or you can add them separately.
   
   
   

3. Click on Create e-mail.

4. The generated email will be downloaded or shown in MXSuite (depends on configuration).