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Certificate Default Lists
Certificate Default Lists
Updated over a month ago

Some certificates may require additional information available in a dropdown. This setting allows you to add items to those dropdowns within your default certificate lists.


View Setting

➡️ Navigate to your Profile icon > Settings > Forms > Certificate Default List > View


Certificate Categories

You can add dropdown options to various categories and subsections within this setting.

The certificate categories available are:

  • PAT Certificate

  • Domestic Electrical Installation

  • Domestic Electrical Installation Condition Report

  • Minor Electrical Works

  • Plant Commissioning Service Record

  • Domestic Fire Alarm

  • Catering Appliance Gas Safety Certificate

  • Commercial Gas Testing and Purging Form

  • Oil Landlord Installation Check

  • Central Heating Commissioning/Inspection Record

  • Fire Alarm Commissioning Certificate

  • Mobile Catering Vehicle/Trailer Check

  • Leisure Industry Gas Safety Record

  • Gas Warning Notice (RIDDOR)

  • Fire Alarm System Inspection and Servicing Report

  • Mains Pressure Hot Water Cylinder Commissioning Checklist


Add Options to Dropdowns

  1. Select the certificate category for which you wish to add a dropdown option.

  2. Navigate to the relevant subsection within that category, if applicable.

  3. Type your desired option into the provided field.

  4. Click Save to add the option to the dropdown.

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