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Safety certificates - Editing a certificate

Updated over 6 months ago

Once added to the system, the details of a certificate record can be edited if required.

1. Locating the certificate record

  1. Go to Lettings properties > View properties

  2. Locate the property in question

  3. In the View column, expand the dropdown and select View certificates

  4. This will provide a list of all certificate records for this property, including expired and current

2. Editing the certificate record

  1. Click the pencil icon in the Edit column on the appropriate record

  2. A pop-up will appear, providing you with the editable fields

    1. Comments - Any additional information regarding the certificate record

    2. Certificate date - The date the certificate was created

    3. Expiry date - The date the certificate will expire

    4. Contractor - The contractor who will be instructed to renew the certificate

  3. Once amended, click Update to save the changes

Note: This option should only be used when amending minor details of the certificate, for example, if the user selected the wrong expiry date in error. It should not be used as a way to 'renew' a certificate. Please click here for more information on how to renew a certificate record.

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