If you need to review the specific details of a compliance credential or update its record, such as correcting a typo in the license number or changing the standard classification, you can easily manage existing records directly from the main list.
View Certificate Details
To review the current information saved for a specific credential:
Select a Certificate: From your main Certificates list, click directly on the hyperlinked Number of the credential you want to review.
Review the Panel: A side panel titled Certificate details will open on the right side of the screen. Scroll through this panel to review the captured data, which includes:
Main information: Displays the certificate's Number, Standard, Standard type, validity dates, and URL.
Record details: An audit log showing who created and updated the entry, along with the corresponding timestamps.
Edit Certificate Details
If a certificate's parameters change or if information was entered incorrectly during the initial setup, you can modify the record:
Enable Editing: While viewing the Certificate details panel, click the Edit button located in the top right corner.
Modify the Fields: The form fields will become interactive, allowing you to type in your changes.
Save Changes: Once all your updates are complete, click the black Save button in the top right corner of the panel.
Confirmation: A green confirmation message reading Certificate modified will appear in the bottom left corner, confirming your update was successful, and the panel will refresh to display the newly updated information.
