Issue certificates

Certificates are created automatically from trainings with status Passed, or issued for several people at once.

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  1. From a training: set participants to Passed (see Bookings and participants).
  2. Without a training: in the Certificates menu, open Add.
  3. Create persons with Add person or search existing ones with Search persons.
  4. Choose the certificate type and the certificate date. Add location and inspector if needed.
  5. Choose Create certificates. One certificate is created per person, and the result also lists skipped and failed ones.
  6. 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.

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