Certificates - WorkFlow and statuses - j5 - 30 - Help - Hexagon

The following graphic illustrates the workflow that a certificate can go though as it moves from Drafting to Complete.

• This section explains the default statuses configured for certificates. If your workflow processes require different statuses, please contact your regional Hexagon j5 office.

The workflow moves through the following stages:

1. Click Add, on web client or on Mobile, to create a certificate, the certificate's status is Adding. Complete the required fields and select Save. The certificate's status is Drafting.

2. Any user that has editing rights in the Certificates module and Certificates sublog can draft and edit the general details for the certificate. Select Save, the certificate’s status changes to Requested. If revision is required select Send for revision, the status changes back to Drafting.

3. The user assigned to the Issuing Authority role confirms that all of the necessary controls have been put in place, configures the certificate’s Valid Until date, and selects Issue. The certificate’s status changes to Issued.

   • If the Valid Until date is passed while the certificate is in the Issued state, the certificate’s status changes from Issued to Expired.

4. To close and complete the certificate, the Performing Authority and the Issuing Authority confirm and sign that the worksite is clear and safe then select Complete. The certificate’s status is Complete.