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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create & Manage Certificates

  • Updated:

The Asset Management, Permitting System, Projects System, and Fire/Safety Inspection modules all have the ability to add and view Certificates in the system. 

 

Important Notes

  • The system will warn if a user attempts to create a certificate on a permit record where a final inspection has not been created and showing in pass status. The user has the ability to override this process.
    Warning: You are trying to create a certificate associated with an application that has not been approved.
  • The data displayed will vary from module to module. Learn more about Records Lists.

 

Article Navigation

 

Create a Certificate

 

  1. Sign in to your site
  2. Navigate to the applicable module and List
    Navigate to the Module list.
  3. Search for and select a record from the list
    Select record.
  4. Click Edit (Permitting & Project Systems only)
    Edit record.
  5. Select the Certificates tab
    Certificates tab.
  6. Click Add New
    Add new.
  7. The system will assign a Certificate # to the record, select the certificate Type
    Certificate type.
  8. Enter the Date the certificate was issued and if the certificate Expires, enter an expiration date
    Date field.
  9. Select to who the certificate should be Addressed To
    Select addressee.
  10. If you require your certificate number to print on the certificate as the same as the permit number, enter the number into the Print Certificate # field
    Print certificate.
    Note: You may need to contact Support to enable this feature.
  11. Enter any Comments or Notes you need to appear on the certificate
    Comments and notes.
  12. Select the Signatory and Signatory Title. This is the signature and title that will appear on the certificate.
    Signatory fields.
    Note: You must supply an electronic signature for this to apply to the certificate.
  13. Click Save Certificate
    Save certificate.

 

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Print a Certificate

 

  1. Sign in to your site
  2. Navigate to the applicable module and select List
    Module list.
  3. Search for and select a record from the list
    Select record.
  4. Select Print Menu
    Print menu.
  5. Select the correct certificate to print, configure options as needed, and click the Print button
    Print options.

 

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View & Edit Existing Certificates

 

  1. Sign in to your site
  2. Navigate to the applicable module and select Certificates
    Module menu with Certificates selected.
  3. Use the search parameters to filter results and click Search
    Search certificates.
  4. The list will populate with available results, click the Details link to view the record a certificate is associated with
    Details link.
  5. Navigate to the Certificates tab and select the applicable certificate if there's more than one
    Select certificate.
  6. Scroll down to view the Certificate Data
    Certificate data.
  7. To modify the certificate, click Edit on the record (Permitting & Project Systems only)
    Edit button.
  8. Navigate back to the Certificate tab and update fields on the certificate as needed
    Edit fields.
  9. Click Save Certificate
    Save certificate.

 

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