Creating certification records

A certification record contains the details that are used to verify that standards for assets are met. You can also verify certification records for personnel. When you create a certification record, you specify details about the certifications that are essential. You can also specify readings that are associated with tests to record the results in the certification record.

Procedure

  1. In the Permit and Certificate Types application, define a permit or certificate type to associate with this certification record. Use the rich text editor of the Long Description field in the Permit and Certificate Types application to assign a color and a font size to the text. You can assign a different color to highlight each type of permit or certificate. The highlighted text displays in the Header field of the Certifications application.
  2. In the Certifications application, click New Certification on the toolbar.
  3. Select a category for the certificate.
  4. Specify the organization, the site, and the other details of the certification.
  5. In the Certification Details table, specify who was awarded the certification, and the asset or the location with which the certification is associated.
  6. Specify the operating procedure or the regulation with which the certification is associated.
  7. In the Dates section, specify the person who is issuing the certification, when the certification was issued, and when the certification is set to expire.
  8. Save the record.

Example

Instrument junction boxes must be tested regularly when they are in areas where hazards exist. Tests of instrument junction boxes are governed by industry standards. It is important to verify that the junction boxes are immune to explosions. The certification of the junction boxes proves to a regulator that tests were conducted to ensure the safety of the plant and of its personnel.