Certificates overview
Certificates connected to your asset can be accessed by clicking on the Certificates tab within the building profile.
This page shows an overview of the certificates added to the selected asset. The certificates are divided according to five degrees of completion:
- Completed: finalised; no actions pending.
- In Progress: inspection pending.
- Not Present: upcoming inspection has not been added to the platform.
- Overdue: execution and/or expiration dates have already past and there has been no update in the platform.
- Action Required: inspection has been done, however there are still actions required before the inspection is completed.
The green graph takes into account all the certificates belonging to the asset. On the right-hand side, the blue graph shows the progress regarding the legally required certificates.
Below the dashboard, you have access to the listings and details of each certificate. This overview contains the following columns: Element, Document, Unit, Status, Legally Required, Notes, Upcoming Inspection, Frequency, Supplier, and Files.
Right above those columns, we have filters available. It's possible to refine your search by using the search bar or selecting options within the Element, Document, Units, Status, and Legally Required dropdown menus.
Filters allow you to see what certificates are yet to be added by using the Status filter and selection overdue or not present, and whether or not a certificate is legally required, for example.
On the right-hand side of the screen, you have the option to choose between list or calendar view, add certificates (plus sign icon) and export as an Excel file (download icon).
When adding your own certificate line, a new window will pop up. To add a certificate line, click on the section, choose the quantity of certificates for each element, and click on Add Certificates.
To add more information or make changes to a specific certificate line, double-click the certificate name and a sidebar menu will appear. Three tabs will be available:
Tab 1: Timeline - learn more about this tab here.
Tab 2: Supplier - learn more about this tab here.
Tab 3: General contains the notes for this particular certificate (available in the certificate line in the listing under Notes).
Installation Number is frequently used for lifts.
If you have any questions, please contact our Support team.
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