This article looks at
This is a very important stage as without this a user will not know what is missing when adding certificates.
During the process of adding property and units, there is an option to add required certificates. This is shown in the article how to add properties and units
If during this process this has been missed then the user needs to go to the property and/or units and add required certificates.
Arthur will now list all certificates added here as missing. Missing certificates mean:
Clicking will show the certificate index page
Also from within properties and units, it will show missing certificates
Go to the dropdown menu.>options include
Edit the certificate to update information
There is a certificate index page with filters that can help list the appropriate certificates
Certificates can be added to
If the task or work order has a relationship to the property or unit then a copy of the certificate will be found at that level as well. This is related to understanding Arthur hierarchy
Contractors using the contractor app can add a certificate. This related to How contractors can upload a certificate
This section is linked to Adding actions to events.
Go to Settings>Your Account>Automated Events>Certificates
Arthur is set up with some default actions and send you emails, notifications or create tasks when the certificate is due to expire:
Go to reports>certificate reports
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