The Certificate Renewal Wizard streamlines the process of reissuing draft certificates for a large group of individuals and allows for making amendments to existing certificates in one centralized workflow.

Starting the Certificate Renewal

Navigate to the Certification tab and select Set Up Certification, then click Start Certificate Renewal. You will be prompted to choose the firm for which you wish to renew certificates.

Configuring the Renewal

On the configuration page, you can filter individuals by position, function, location, or additional field criteria. You can also choose to include individuals with certificates expiring soon or that have not yet expired, setting a number of days until expiry. This ensures certificates are ready to be awarded when necessary.

Managing SHFs and Additional Information

The next page presents a list of individuals along with their current Significant Harm Functions (SHFs) and any additional certificate text. You can freely add or remove SHFs as needed. Once you are satisfied with the updates, click Continue.

Completing the Renewal

You will receive a summary of all changes. Click Complete to generate new draft certificates for the selected individuals.

Certificates can then either be issued individually or in bulk.