1. Access the Accountable People records list.

  2. From the ‘Accountable People’ list page, click the record of a person to open their details.

  3. The Accountable Person page is displayed with that record.

  4. Click the Certificates tab.

Add a new Certificate record

  1. Click the ‘New Certificate’ 1 icon.

  2. The ‘New Certificate’ window opens. Complete the Certificate details as required. (See The Certificate Page elements in the Certificate help section for details on each field).

  3. Click the Save 10 icon to complete adding the new Certificate record. The Certificate List will display with this new record.
    Clicking the cancel 11 icon will close the ‘New Certificate’ window without saving the record.

View and Edit Certificate details

  1. Click on a Certificate record 1 in the list. (See The Certificate Page elements in the Certificate help section for details on each field).

  2. The ‘Certificate’ window displays. If the Save 1 icon is displayed, you have security access to update the values on this Certificate record. Update the fields and values as required. Click the Save 1 icon to save updates. (Or, click the cancel 2 icon to close the this window without saving the record.)

Delete a Certificate record

Note: Only Administrators and ‘Administrators - Accountability’ positions can delete a Certificate record.
The Certificate record and history is delete instantly and permanently.

Deleting a Certificate is NOT recommended if you wish to retain the historic content of this record.

  1. Click the Delete 1 icon.

  2. A ‘Confirm Delete’ dialog is displayed. Click OK to delete the Certificate record, or click Cancel to cancel.



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