How do I add certificates to assets?

The platform offers the ability to add certificates and schedule related tasks automatically based on dates.

Pre-requisite: Adding list of values (LOV) for certificates as below-
 

Administration -> General -> LOV

Add a new LOV with Type -> Asset – Certification of assessment 

Add the values to this type and enable under the LOV values region

Once configured then this list will be available on Asset for selection

Adding the certificate-

Go to Asset detail page. Click on Add certificate from right-side menu

Select the certificate type from the prepopulated list

Select the start and end date as applicable

Select the Result as Pass or Fail (Fixed values) from the list

To set the next certificate/assessment and schedule a task, tick the box to schedule a reminder task

You can select the duration to set the reminder task before few weeks and this will generate a task as selected from the list

Click on Add button to include the certificate to the asset

This action will be visible under Certification or assessment region and also under History