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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.
    certificateoperation.png

  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.