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How to use the Certifications area

A guide to managing existing certifications and obtaining new ones.

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Written by Alia
Updated over 2 months ago

Managing Your Existing Certifications

  • Go to the Certifications area from the main menu on the left.

  • View all your current and available certifications in one place.

  • For each existing certification:

    • Work through the management system step by step.

    • The left column shows your progress and divides the system into clauses.

    • Read each clause and tick the box at the bottom when you’ve completed it.

    • A green tick will appear next to completed clauses in the left column.

Getting Guidance

  • Use the Guidance Panel on the right for advice from real auditors on how to complete each clause.

Uploading Evidence

  • Some clauses require you to upload evidence.

    • Click Choose documents in the clause.

    • Select a file from My documents (already uploaded) or Upload new from your computer.

Completing the Questionnaire

  • When you finish all clauses, the progress bar in the top right will show 100%.

  • Click the yellow What’s next? button for your next steps.

  • Click Download now to get your Preparation Checklist.

Purchasing New Certifications

  • Certifications you can buy are shown with a padlock icon in the Add More Certifications bar on the dashboard or in the Certifications menu.

  • Click More info for a summary and price.

  • Click Buy now to go to the payment screen and complete your purchase.

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