Managing Certificates

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Click Certificates - View Certificates to view all certificates for selected sites.

Viewing Certificates

You will see each category of certificate represented as a folder. When the category is red that indicates that there are certificates that need attention in that category. A number next to a category indicates how many certificates need attention.

Expanding the categories will list each certificate for each selected site. A green tick next to each certificate indicates that this certificate is still within it's renewal period. A red exclamation mark indicates that the certificate has expired.

When a certificate is listed with red text it has expired, or is due to expire within 30 days, or that certificate has outstanding actionable items.

Expanding each certificate you can see the current, most recent, certificate and any historical, previous, certificates.

Expanding "Most Recent Certificate" or "Previous Certificate" will enable you to view that certificate.

Clicking "Expand All" at the top of the page will expand all certificates.

Downloading Certificates

To download a certificate;

  • First select the site for the certificate you wish to view.
  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Certificate" or "Previous Certificate".
  • Click on the file you wish to download.
  • Click on the magnifying glass at the top of the page to download that certificate.

Uploading Certificates and Renewing Certificates

To upload or renew a certificate;

  • First select the site for the certificate you wish to view.
  • Expand the category
  • Select the certificate you wish to upload a new document to.
  • Drag and drop the file you wish to upload into the "Drop Files Here" box, or click select to browse for the file.
  • Enter the certificate issuing date, the next renewal date will be set from this issuing date.
  • Click "Save File" to complete the upload.
  • If a document already exists for this certificate it will be moved to "Previous Certificates" and the new document will replace it as the most recent certificate.

Actionable items

Adding actionable items

  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Certificate" or "Previous Certificate".
  • Click on the file you wish to add actionable items to.
  • At the top of the page click "Add New Action".
  • Fill out the action, when it is due and who it is assigned to.
  • Click submit.

Editing actionable items

  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Certificate" or "Previous Certificate".
  • Click on the file you wish to edit the actionable item for.
  • Click the pencil icon next to the actionable item you wish to edit.
  • Make any changes and click "Submit Edit"

Deleting actionable items

  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Certificate" or "Previous Certificate".
  • Click on the file you wish to delete the actionable item for.
  • Click "Delete"

Completing off actionable items

  • Expand the category
  • Expand the certificate
  • Expand either "Most Recent Certificate" or "Previous Certificate".
  • Click on the file that contains the actionable item you wish to mark as completed.
  • Click "Completed"