Review certificates staff send
Open each certificate a staff member sent, correct the details, then approve it or send it back with a reason.
1 min readLast updated
Applies to: People & Volunteers · Association admin
When staff send a certificate from their own link or My record, it waits in Review uploads (the tab shows how many). Nothing they send counts until an association admin approves it.
How to review one
- Step 1: Open the staff list and select Review uploads.
- Step 2: Select Open the certificate and compare it with the details.
- Step 3: Correct the Number, State, Issued by, Completed on or Expires on if needed. Details suggested by read assist are marked so you know to check them.
- Step 4: Tick I checked it against the certificate and select Approve. It replaces the older approved record of that kind.
- Step 5: Or open Reject instead, write Why (they'll see this), and select Reject.
What happens next
- Approved: their status updates straight away.
- Rejected: they're emailed your reason with a fresh link to send a new one. It shows on their page as Sent back, with the reason.
Opening a certificate is recorded in the access log, and every decision in the audit log.