How to upload a certificate
Add your Certificate by double-clicking the Certificate line
After you have created the certificate line (see option 1 or 2), you can double-click the corresponding line and a sidebar will appear. Within that sidebar, there will be four tabs. In this article, we will focus on Timeline. Follow the links to learn more about the Supplier tab, Responsibility tab, and the General tab.
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 inspection status (learn more about the different statuses here), execution date (expiration date optional), notes you might have about this inspection, and add documentation related to it.
Add inspection to multiple Certificate lines
After you have created the certificate lines (see option 1 or 2), you have the option to add inspections in bulk. To do so, you can select all line items that should have the same information and documents, and click on "Add inspection."
Within the "Add inspection" pop-up window, you can add its status, execution and expiration dates, notes, and files. Once you are done, click on "Save inspection."
Option 1: Add Certificate line item (Default)
Step 1: Navigate to the "Certificates" tab.
Step 2: Click on the plus sign "Add Certificates" on the right-hand side of your screen.
Step 3: A new window will appear listing the available categories.
Step 4: Once you click on the arrow to the left of the title, the list will expand, allowing you to click on the plus sign and add as many certificates as you might need.
Step 5: Click on "Add Certificates" and scroll down to the section containing the recently created certificates.
Step 6: Add your certificate to the section as explained in the beginning of the article.
Option 2: Add Certificate line item (Create Item)
Step 1: Navigate to the "Certificates" tab.
Step 2: Click on the plus sign "Add Certificates" on the right-hand side of your screen.
Step 3: Go to "Create Item" on the top right-hand side of the new window.
Step 4: Add an element name, select a category, choose a document type, adjust the frequency and select whether the certificate is legally required.
Step 5: Click on "Create Item."
Step 6: Once the item has been created, navigate to the category you have chosen and use the plus or minus sign to pick how many certificates you want to add.
Step 7: Click on "Add Certificates" and scroll down to the corresponding section.
Step 8: Add your certificate to the section as explained in the beginning of the article.
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