Open Certificates
Issue, send, renew, revoke, and track certificate expiry.
Before you start
- •Sign in to the Hub with access to this workspace.
You will finish with
- •You can explain what Open Certificates is for and choose the correct next action.
Safety and data checks
- • Certificates may be relied on by customers and insurers; verify all facts and recipients before issuance or email.
Complete the task
- 1Navigate
Open Open Certificates
Use the Hub navigation to open Open Certificates. Do not begin from a bookmarked record until you can identify this workspace in the normal menu.
Expected resultOpen Certificates is open and its page heading is visible.
- 2Review
Understand what belongs here
Certificates manages insurance and ULC documents tied to verified customer and alarm-system information. Use this distinction to avoid creating the same work in a neighbouring workspace.
- 3Verify
Read the current state first
Check certificate type, customer, property, system, status, issue date, expiry, and delivery history. Read the customer, owner, date, and status before opening or changing a record.
- 4Review
Choose the correct action
Open the certificate to preview source data before issuing, downloading, emailing, renewing, or revoking. Open the specific record and confirm its history before saving, sending, assigning, or completing anything.
- 5Verify
Confirm the safe stopping point
Certificates may be relied on by customers and insurers; verify all facts and recipients before issuance or email. This orientation ends before any irreversible or customer-facing submission.
Certificates may be relied on by customers and insurers; verify all facts and recipients before issuance or email.Expected resultYou know what must be verified before the final action.
If something does not look right
The page or action is not visible.
Confirm your role and Navigation & Access settings, then ask a Super Admin if the feature is disabled.