To add a new certificate, click the  New +  button on the Home screen, and you will be presented with a form where you can decide the following:

  • The type of certificate
  • The certificate number (a number is auto-generated by default - it can be changed at this stage, or later when the certificate has been created)
  • The Client (Can be added later if not known at this stage)
  • The Installation where the certificate or report will be carried out (Can be added later if not known at this stage)
  • The Company carrying out the work (Can be added later if not known at this stage)
  • The main Inspection Engineer carrying out the work (Can be added later if not known at this stage)
  • The engineer you are assigning this certificate to (this can be left blank, or can be assigned later) ...more 


Certificate type

A drop down list is available for you to choose the certificate type - this is the only option that is mandatory.



Certificate number

The Certificate number is auto generated - it is based on the date and time that this certificate is being created so you will always have a unique certificate reference if you let the program choose the number for you.

However the certificate number is entirely editable, and you can change it at this stage, or when the certificate is open.

To find out how to change the certificate number once the certificate is open - click here.



Client

A drop down list is available for you to choose the client - this doesn't have to be done now, you can always choose a client once the certificate is open.




Installation

A drop down list is available for you to choose the installation - this doesn't have to be done now, you can always choose an installation once the certificate is open.




Company

A drop down list is available for you to choose the company who will be carrying out the work- this doesn't have to be done now, you can always choose a company once the certificate is open.



Inspection engineer

A drop down list is available for you to choose an inspection engineer who will be carrying out the work - this doesn't have to be done now, you can always choose one once the certificate is open.



Assign to engineer

A drop down list is available for you to choose an engineer to assign this certificate or report to - this doesn't have to be done now, you can always choose one once the certificate is open.

More information on assigning certificates to engineers can be found by clicking here.