Certificates: audit packs and exports

Make an audit pack for an inspector or a client: one ZIP with the original certificates and a spreadsheet index.

What's in this video

1. When an inspector, an insurer or a client asks for proof, an audit pack gives them every certificate in one download. In Certificates, click Exports.
2. Use the filters to choose what goes in: one building, one kind of certificate, a status, or a date range. Larkfield's managing agent wants everything for that estate, so choose Larkfield Estate.
3. The line next to the button says how many certificates that is. Click Make audit pack. It's made in the background, so you can carry on working.
4. It appears under Export history. While it's being made, the bar shows how many files have been checked. When it says Ready, click Download.
5. The pack is a ZIP file. Inside, the original files are in folders by type: here, building and asset certificates. Job completion evidence and its files get a folder of their own.
6. There's also a spreadsheet called index. It lists every certificate with its building, asset, job, dates, status, who verified it and its file name, plus a summary for each building.
7. If a file couldn't be included, the index says so, with the reason, and so does Show files not included under Export history.
8. Packs are kept for seven days, and only whoever made one, or a Governance admin, can download it. Staff qualifications stay in People, so they aren't in the pack.
9. That's Certificates: one register, checked by your managers, with the gaps and the follow on work in plain sight.