Certificate List

All Certificates can be managed from the Certificate List screen which shows the following information:

• Status

• Type

• Contact

• Issuer

• Property

• Notes

• Since Update

• Reference

• Start Date

• Expiry Date

On the Certificate List screen the following buttons are available from the Menu button or by right clicking:

• Edit - view each Certificate/Policy

• Delete - delete a Certificate

• New - add a new Certificate

• Reports - the report button generates a Certificate List report

• Find - find text on screen

• Viewing Mode - you can change the Viewing Mode from a List view to a Map View which will plot all the Properties on a Google Map.

• Export Grid to Excel - exports the data on screen to MS Excel

• Refresh - click the Refresh button to display the latest Certificate information

Filters are available for:

• Status

  • Current

  • Expired

  • Expiring

  • Archived

  • Ordered

• Branch

• Type

The Count of properties is calculated based on the Filter options selected.

Next to the filters Grid and Map view icons enable you to toggle between List View and Map View.