Creating and Finalizing Certs
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Creating and Finalizing Certs
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For Work Orders that include Part Numbers with Spec data, you can generate Certs that display the results of production measurements taken during processing.
Creating Certs from the Work Order Page
- Go to the work order page for the work order that you want to create the cert for.
- Click the "Create Cert" button.
- Choose the specs to include in the cert.
- Choose the template for the cert.
- Template PDFs can be customized in Domain Settings.
- Preview the cert to make sure that it appears as expected.
- Click the "Save" button to save the draft of the cert.
There are some newer techniques available for cert creation as well, please check out this video to see them.
Additional Cert Creation Functions
March 2025 Updates
When you create a Cert and use the CUSTOMIZE VALUES button to show or reveal various results, there are sorting options available to show only the Specs and Spec Fields that you wish. These are especially useful when the options become numerous:
- The circled arrow icons next to "External Specs", "Internal Specs", and the individual Specs can be used to control drop-down lists containing those categories.
- By default, External Specs and External Spec Fields (along with their values) are selected for inclusion on Certs, but Internal Specs and Spec Fields are not, from either column. To include Internal Specs, click the checkbox on a Spec Title to select all immediately associated Spec Fields; or click the checkbox next to "External Specs" or "Internal Specs" to select all associated Fields and values, whether External or Internal. If you click a checkbox a second time, all associated options will be deselected, to begin selecting again individually.
- In the Certification Reports Dashboard, Certs to view may be sorted by All, Drafts, or Finalized with the buttons in the upper right.
Creating Certs from the Shipping Dashboard
- On the Shipping Dashboard, click the "Create Certs" icon next to the packing slip that contains the parts that you want to create the cert for
- Red badges indicate that a cert had been created
- Select from the options showing which part/cert combinations are available to create.
- Select multiple options to create multiple certs at the same time.
- Click "Next".
- Choose the PDF template for the cert and click "Save".
- Preview your cert and click "Finish".
- Sign the cert, include your name and position, and click "Save".
Useful Cert Template Practices:
- If needed, move parts onto different work orders to get the part number to show as you would like.
- You can add comments before creating the cert and they will show up on the pdf.
- When doing so, don't forget to use "save text" button at the bottom.
- The only way to set your quantity on a certification to something other than the full part amount of an order would be to split your parts into groups.
- If you do this, you can create a cert for the part group, which would put the part group quantity.
Cert PDFs can also use the PN-WO description and the SO shipping method.
Rework Certs:
If needed, you can put certs on rework work orders, even when there are no ENTRANCE part transfers.
- Add parts with specs to a work order.
- Take some measurements on that work order.
- Rework the parts to a new work order.
- Take some measurements on the rework work order.
- Click create cert on both work orders and evaluate.
Duplicate Spec Result Titles
Typically the spec and the spec parameter are named two different items, so when it pulls into the cert pdf it's not usually a duplicate.
- If you want the cert to say something else the spec parameter name would have to differ from what it currently says.
- It would not pull in for this current work order, only for future work orders with these specs.
Finalizing Certs
- Navigate to the cert draft that you want to finalize through one of the following options:
- Using the "Certifications" link from the work order page.
- From the "Certifications" page, by searching, filtering, or scrolling.
- Select the customer address to include it on the cert.
- Enter any miscellaneous comments regarding the work order, parts, or cert.
- Provide a Certification Statement, if applicable.
- Save the entered text by clicking the "Save Text" button.
- Click the "Convert Draft to Finalized" button.
- Sign the cert and save.
In addition, you can search for a previously entered addresses when creating a cert.
Additional Cert Actions
Certs can automatically be generated with production data and will automatically integrate material usage data from the inventory. Additionally, images may be attached onto them before they are sent away to the appropriate customer.
Cert Editing:
Once certs are created with your part quantity, job number, purchase order details and the specifications are taken, it is locked in and can't be edited. The only way to get that information to change would be to create a new work order or move all parts back to the beginning and starting over.
As long as you do not restart any timers, moving parts back on a work order won't change the margins. If you remove part quantity, margins will still say they spent time on the original amount of parts.
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