Note: The SMCR Module is only available to UK/EU Clients. The Accountability/SMCR Module must be Licensed to your system for this menu option to appear.
About Certificates
Each Certificates Record contains the Certificate information pertaining to a person.
Security
Access to SMCR Menus is restricted to Administrators, Administrators - Accountability, and Positions that appear in Work with Accountable People.
Administrators and Administrators - Accountability have view and full edit access to all records in the SMCR Module.
Positions that appear in Work with Accountable People have view access only to records.
The Certificates List page
The Certificates List page displays all Certificates records, less any record filtering you may have applied.
The SMCR Certificates List Page
Click on any Certificates record 4 to open the Certificate details window.
Click this icon to filter the Certificates List using the Filter builder.
6
‘Delete Certificate’ icon
Click the icon to delete the Certificate and all history. A ‘Confirm Delete’ dialog is displayed. Note: Once you confirm the delete, the Certificate is immediately deleted along with its history and is no longer displayed in the Certificate 4 list. A Certificate cannot be undeleted.
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‘Show’ icon
Click the icon to open the Show Personal Accountability page.
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‘Renew Certificate’ icon
Click the icon to open the Renew Certificate window.
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‘Terminate Certificate’ icon
Click the icon to open the Terminate Certificate window.
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‘New Certificate’ icon
Click this icon to add a new Certificate via the ‘New Certificate’ window.
Use the controls in the column headers to filter the Records. Perform advanced filtering of the List to find particular Records.
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Register Links List
Displays the Register Records linked to this Certificate. Click on a row to see the Register record details.
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‘Export’ icon
Click this icon to export the List in Microsoft Excel or Word format.
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‘Cancel’ icon
Click this icon to Close the ‘Certificate’ window.
Procedures
Accessing the Certificates records list
From the main menu, click or mouse hover over the SMCR menu to see the SMCR menu items. Click Work with Certificates.
The ‘SMCR Certificates’ List page is displayed. The default list shows Certificates with an ‘Current’ Status, shows Certificates for Positions that are not Obsolete. Click on a Certificate record to view its Details and Register record links.
Show Expired and Terminated Certificates
On the SMCR Certificates list click the Status filter 1 icon. Current is already selected. If records exist with these statuses, select the Expired2 and Terminated3 statuses. Click the OK4 button to display these Certificate records.
Show Obsoleted Position Certificates
Filtering and sorting of the List can be performed by hidden columns.
Hover over, or click, the Menu Options icon. Click the Hide/Show Columns1 option.
The ‘Column Chooser’ window appears. Click the Obsolete Position filter 2 icon. Un-select the No3 option. Click the OK4 button to display these Certificates.
Add a new Certificate record
A Certificate record can be created from the Certificate List page.
On the ‘Certificates list’ page, hover over the Options Menu icon to display the options. Click the ‘New Certificate’ 1 icon.
The ‘New Certificate’ window opens. Complete the Certificate details fields 1 through 9 as required. Note: Fields 2 and 3 will contain a default value. (See The Certificate Page elements for details on each field).
Click the Save 10 icon to complete adding the new Certificate record. The Certificate List will display with this new record. Note: Clicking the cancel 11 icon will close the ‘New Certificate’ window without saving the record.
If the Save 10 icon is displayed, you have security access to update the values on this Certificate record. Update the values 1 through 9 as required, then click the Save 10 icon.
Delete a Certificate record
Note: Only Administrators and Administrators - Accountability positions can delete a Certificate record.
Note: Certificate record delete is instant and permanent. All history is also deleted instantly. There is no Undelete functionality.
Deleting a Certificate is NOT recommended if you wish to retain the historic content of this record.
The Persons Details page will display from Work with Accountable People. View the details, then use the breadcrumb trail link to click back to the Certificate page if required.
To renew the Certificate, enter the From3 and To4 dates. Click the Send email notification5 icon if required. Click the Save 6 icon to Save the Renew details. (Or, click the Cancel 7 icon to cancel.)
Enter the Termination Date3 and the Reason 4 for Termination. Click the Send email notification5 icon if required. Click the Save 6 icon to Save the Termination details. (Or, click the Cancel 7 icon to cancel.)
The Certificate record will no-longer display the Terminate Certificate icon.
Certificate Links to Register records
SMCR Certificates can be linked to Register records. The linking and de-linking can only be done from the Register record.
Add a Link
Note: Edit access to the Register record is required to add Links to this record.
The ‘Register’ page is displayed with that record. Hover over, or click, the menu option (hamburger) icon, then click the Links 1 option.
The Links window is displayed. Click the SMCR Certificates tab. Click on the Links 1 field to display this list of Certificates. Click on the required Certificate 2 to be linked. This Certificate will appear in the Links 1 field. Click the Link 3 icon to link that Certificate to this Register record.
The Linked 1 record will appear in the SMCR Certificates linked list. (De-linking 2 from this record can, also, only be done on this tab.)
View Register Links from the Certificate
Register records linked to a Certificate can be viewed on the Links tab of the Certificate Details page.
