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How to Edit an Issued Record or Certificate

You can edit and re-issue records or certificates in Gas Engineer Software by following these simple steps.

Maja Lubon avatar
Written by Maja Lubon
Updated this week

Editing issued records can be done both on the web portal and the mobile apps.

On the web portal:

  1. Log in and find the job address linked with the record.

  2. Click on the "History" tab.

  3. Scroll through the history until you find the certificate you are looking for. Click on the 'Details' to open the certificate.

  4. Click the "Edit" button.

  5. Once you've made the necessary changes, you can choose whether to send the customer the updated record:

    a. "Approve" will issue the record, but will not send an email.

    b. "Approve & Email" will issue the record and send an email.

On the mobile apps:

  1. From the home menu, tap on 'Existing Records & Drafts'

  2. Choose the record or certificate you would like to edit:

  3. Tap on the Certificate and then 'Edit' from this menu:

  4. Once you are done editing any details, click on 'Approve' and a prompt will appear. You will have to choose either:

    a. "Preview" to issue the certificate without sending an email.

    b. "Email" to issue the certificate and send an email.

Editing a customer's details

To edit a customer's details on an existing record, you need to first edit the customer's contact, open the editor, make no changes, and then reissue the record.


The software will then update the record with the new customer details when it is reissued.

Click here for a full guide on editing a customer's details on a record.

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