To improve and standardize certificate assignment the Certificate Creation Wizard is developed. The intent of a "creation wizard" it to simplify certificate assignment by creating "Certificate Types" then using the "Certificate Creation Wizard" to batch create certificate (by type) and have certificates assigned to the associated selected systemization (e.g. systems) or location (e.g. areas) associations. There are several methods can be created, from "blank" where a user fills out all the pertinent details, or using the wizard to auto-create as described above. In order to create a standard certification process across all projects, the system administrator using the "Project Creation Wizard" can copy all the required certificate types from one "instance or project" to another. Before Certificates can be created, Certificate Types must be created and configured.
Certificates can be created by either configuring all details from scratch or by copying
from an existing instance (certificate). Initiate the process by creating a Certificate Type. Navigate to Certificate Types Manager using the 
icon and click New. You can also tag a task model while creating the certificate type itself.
In the Options section, you can customize the visibility of a certificate as per requirement. You could also, set exceptions for incomplete tasks.
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CertType - this is the abbreviated text (e.g. MCC, PSSR, DAC)
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Sequence - some reports only include up to 4 certificate types, sequence certificates 1-4 where on a report certificate with sequence will show far left, and 4 far right
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Task Model - required so that a certificate can be created and either linked to a mail merge or smart form centric certificate
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Receiving Custody - skyline box (e.g. systems) color will change to work group color based when the certificate is completed
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Options
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Systemization Locking - upon certificate completion, the asset/tag systemization or location cannot be edited
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Auto-Email - system will automatically send emails to users when a certificate is completed
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Show on Reports - not all certs need to be on reports, and therefore admins are enabled to determine which certs to display on reports
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Partial Certificate - This is going to be revised in upcoming release.
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State Used - In order to complete a certificate an admin can determine child object states (e.g. all tasks and punches must be closed in order to complete a certificate)
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Filter Punchlist by WBS - certificate will fitler for only those punches directly assigned to cert systemization AND selected phase/stage
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Filter by Discipline - this is specifically designed for Discipline Acceptance Certificates (DAC)
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Punch Threshold - admins can provide flexibility where a punch category (and below) will not be treated as exceptions if not completed, when trying to complete a certificate.
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You can list up to four certificates in a report.
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For more information on Certificate Sign-Off options, see Smart Forms.
In the Certificate Creation Wizard, you could choose from the options provided that caters to your requirement.
