Certificates is a register of evidence. Adding a record does not issue or validate a trade certificate. One Certificate can apply to several Customers, Sites, team members, Projects or the Business.
1. Add the Certificate
Open Certificates and use its new-certificate action. You can also use Add certificate from a Customer, Site, team member or Project.
Enter the title and category, choose the record it applies to and add its issue and expiry dates as appropriate. Select the certificate file and save.
The file can be a PDF, JPEG, PNG or WebP up to 20 MB. Check the saved file is complete and readable.
2. Link the relevant records
Open the Certificate and edit Applies to. Select the records it covers and choose Save changes. You do not need a separate Certificate record for every Project it supports.
3. Maintain the evidence
Use the Certificate’s file and settings controls to update its details or replace the evidence. Review expiry and reminder information where available.
Keep the dates and links consistent with the actual certificate. A stored expiry date is not a professional assessment of whether the work remains compliant.
If saving fails
Keep the current upload or editor open and retry. Check whether the Certificate or file was saved before creating another record.