Understanding missing certificates

Missing certificates

If Arthur is told there is a requirement for certificates it will highlight they are missing

So what will missing highlight

  1. No certificate information has been added at all against the property or unit where a required certificate has been added at the point of adding a property or unit
  2. Certificate has been added but no documents or no expiry dates have been provided. It will remain missing untill both expiry date and documents have been added. This can be overiden using drop down to the right “mark as completed” if you dont want to provide dates or documents.

 

 

How to add related certificates to properties/units

Step 1

From the Index page (Quickest route)

Go to property/unit >index page

 

From within the record

Go to property/unit>more

 

Step 2

 

View missing certificates

Dashboard

 

Within property/unit>dashboard

 

 

Certificate index page

When clicked on you will arrive at the certificate index page with filter missing on

 

Update or edit the missing certificate

Go to the dropdown menu.>options include

  • Edit certificate
  • Complete missing certificate (allows you to overide missing element and complete)
  • Extend certificate
  • Change relationship – Change relationship from current address if incorrectly entered

 

 

 

 

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