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
- In progress
- Not present
- Overdue
- Action required
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:
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 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.
It is also possible to create a custom certificate item by clicking on Create item on the top-right hand corner of the window. You can add the element name, document type, frequency, and select whether it is legally required.
Once created, the custom element line will have an icon indicating that it is customised, and you will be able to edit or delete it.
To add more information or make changes to a specific certificate line, double-click the certificate name and a sidebar menu will appear. Four tabs will be available:
Tab 1: Timeline is the tab in which you can adjust the frequency and add new and past inspections. According to the frequency you have set, upcoming inspections will appear automatically. When adding a new inspection, you will be required to set the execution date (expiration date optional), notes you might have about this inspection, and the document file. You can preview any files added by clicking on them.
Tab 2: Responsibility is the tab where you can select the party responsible for that specific certificate.
Tab 3: Supplier, in which you can assign a certificate to a specific supplier. To do so, select your contact person, set a reminder and write a message that will be sent to them via email.
Tab 4: General contains the installation number, general notes, and units available for this particular certificate. The installation number and notes can also be added on the certificates' dashboard.
If you have any questions, please contact our Support team.
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