How do I create a new certificate? Click on New. 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. Complete all required fields. 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.