Issue certificates
Certificates are created automatically from trainings with status Passed, or issued for several people at once.
- From a training: set participants to Passed (see Bookings and participants).
- Without a training: in the Certificates menu, open Add.
- Create persons with Add person or search existing ones with Search persons.
- Choose the certificate type and the certificate date. Add location and inspector if needed.
- Choose Create certificates. One certificate is created per person, and the result also lists skipped and failed ones.
- You see all certificates under List. Filter there by person, status (Valid, Due, Expired), type and date.
Issuing is blocked without a configured certificate type and without an accepted DPA. Set up types under Configuration.