Overview
Fergus's Certification Report simplifies managing certificates across multiple jobs and clients by centralising all certificate information. It allows you to track progress, verify completion, check delivery status, and access documents easily, streamlining your workflow and helping you stay organised and compliant.
Accessing the Certification Report
Navigate to Reports: Click the Reports button located in the top-right corner of your Fergus dashboard.
Find the Report: Scroll to the bottom of the reports list to locate the Certification Report.
Key Features and Functions
The Certification Report offers several ways to customise and filter your certificate data:
Date Range: Adjust the date range using the controls in the top-right corner to view certificates from specific time periods
Search: Use the search bar to quickly find specific certificates
Export Data: Download the complete report as a CSV file for external analysis or record-keeping
Filter Options: Apply filters by:
Employee Signature
Certificate Information Display
Each row in the report displays essential certificate details:
Job and Customer Information
Job number
Customer name
Site address
Certificate Details
Certificate number
Certificate type
Completion status
Delivery status (whether it's been sent)
Creation date
Completion date
Personnel and Verification
Employee who completed the certificate
Digital signature status
Viewing Completed Certificates
On the far right of each row, you can view any completed certificate by clicking to open the finalised PDF document. This allows you to quickly access and review the final certificate without leaving the report interface.
Benefits of Using the Certification Report
With the Certification Report, you can:
Track Progress: Monitor which certificates are complete and which are still in progress
Maintain Records: Keep comprehensive records of all certification activities
Ensure Compliance: Verify that certificates have been properly completed and delivered
Improve Efficiency: Quickly locate and access any certificate when needed
Conclusion
The Certification Report in Fergus helps businesses manage multiple certificates efficiently by offering a central view, customizable filters, and access to documents.
Its user-friendly interface and complete features prevent loss of certificates, whether managing a few or many, while maintaining professional standards.