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How do I create a new certificate?

  1. Click on New.
  2. Select the Certificate type.
    newcertificate.png

    • 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.