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Certificates, registers and retests

Certificates

Each test has a Certificate (PDF) button on its page. Certificates use your organisation's details, logo and certificate wording from Settings → Organisation.

Site registers

On a site's page you can download:

  • the register as a PDF;
  • a CSV for spreadsheets;
  • QR labels for appliances (Avery L7160 sheets). The QR code holds the asset ID, so a scanner or the KewPAT app can read it.

Mistakes

Test records are kept as evidence, so they can't be edited or deleted. If a test was recorded in error, open it and choose Void this test with a reason. It stays visible, marked as void, and no longer counts towards the appliance's status.

Retests

The Dashboard lists appliances that are overdue and due soon. Each appliance's next due date comes from:

  1. the interval set on the appliance, if any; otherwise
  2. your organisation's rules for its type or environment; otherwise
  3. your organisation's default interval.

Reminder emails

Turn on Settings → Reminders to email clients before their appliances fall due. Each client can have its own reminder contact, set on the client's page.

Client portal

Give a client's staff access to their own certificates and registers. Invite them with the Client viewer role, then choose which clients they can see. Client viewers don't need a paid seat.