If a property is yet to be assessed for a specific certificate type, users can instruct the first certificate through the Safety certificates and compliance page.
1. Instructing a first certificate
Go to Lettings properties > Safety certificates and compliance
Click + Certificate
Select the required property address and certificate type
Tick the Certificate has not yet been instructed checkbox
Select the relevant contractor
Click Submit
Once submitted, this certificate will list on the Safety certificates and compliance page with no dates (shown below).
To instruct the first certificate assessment:
Within the Email column, expand the dropdown and select the relevant Instruct work email option - a pre-populated email to the contractor will appear.
Once reviewed, click on Send email.
2. Adding first certificate details
Once the certificate has been received from the contractor, these details can then be added to the system.
Go to Lettings properties > Safety certificates and compliance
Locate the relevant certificate log. Note, as shown above, this log will show with no certificate date or expiry date
Click on the edit pencil icon
Set the Certificate date and Expiry date
Click Update
As the expiry date for this certificate will be in the future, it will no longer be listed on the safety certificates page as it defaults to list certificates that are due to expire in less than 4 weeks or those already expired.