How to Edit an Issued Record
There are two ways you can edit an issued records.
Website:
Login and find the job address linked with the record.
Click on the "History" tab.
Scroll through the history until you find the certificate you are looking for and click on the 'Details' to open the certificate
Then click the "Edit" button.
Once you are done, you can choose whether to send the customer the updated record:
a. "Approve" will issue and will not send an email.
b. Approve and Email" will issue and will send an email.
If you need to edit the customer details on an existing record, you need to edit the customer's details first, then edit the record, make no changes, and re-issue the record.
The software will update the record with the new customer details when it is re-issued.
App:
Go to 'Existing Records & Drafts'
Choose the Certificate you would like to edit
Click on the Certificate and click 'Edit'
Once you are done, click on 'Approve' and a prompt will appear you will have to choose either:
a. "Preview" which will issue the certificate and will not send an email.
b. "Email" which will issue the certificate and will send an email.
