Certain jobs cannot be completed just by completing the work. Some jobs may require a certificate to be uploaded ad part of the job completion. Uploading certificates can be achieved using the 'Add/View/Delete Certificates' action.

On the Job Detail screen, select the <Add/View/Delete Certificates> action to display the 'Add/View/Delete Certificates' screen.

There are two screens that can appear depending on the settings of the Contract in the system: 

‘Per Asset’ - This will list the Assets on the job. Select an Asset to upload the certificate to. This will display the Document List screen. Click the link to upload the certificate.

‘Per Work Order’ - This will display the Document List screen. Click the link to upload the certificate.

'Upload File'

‘Name’ - The name of the certificate

‘Failed Certificate’ - Depending on the type of work that took place, it is possible that a service or examination took place. If that is the case then it is possible for the job to "Pass" or to "Fail". If it failed and the certificate indicates this, the ‘Failed Certificate’ box should be ticked

‘Sub-Type' - The User can determine whether the certificate being uploaded is a "Pass" certificate or a "Fail" one as well the duration of the certificate (how long it is active for). This will be a drop down list of pre-configured sub-types

‘File’ - Choose the certificate that is going to be uploaded and give it a description. 

'Valid From' - The date the certificate is active from

‘Valid To’ - This is automatically populated based on a combination of the duration of the certificate as per the ‘Sub-Type’ field and the ‘Valid From’ date

Once the details have been entered and the certificate is selected, click the <Upload> button to perform the upload.

Note: If the ‘Valid To’  date falls in the past, the certificate will not be uploaded. The "‘Valid To’  date must fall on or after todays date. Also, the ‘Valid To’  date can only be changed if the user has the "Can Edit Work Order Certificate Valid To Date" Permissions against their Profile.

Once uploaded, click the <Save> button to apply the upload to the job. This will then move the job onto a completed state. If for some reason the certificate isn't required to be uploaded at this point then click the <Return to without saving'> to cancel the changes.

Note: If the certificate uploaded is a "Fail" certificate then the work will not progress onto a completed state. Instead it will stay at an awaiting further information state until a "Pass" certificate is uploaded.

Permissions: Can Add or Edit Certificates, Can View Certificates,