Approve & send

Lite+

The approval and dispatch workflow: get the certification signed off, then send the PS3, Warranty/O&M and H1 document bundles to the customer.

When to use

Once a certification is filled in and you’re ready to issue the paperwork.

Step by step

A certification row (open it) — 1. Open the certification you're ready to issue.

Request Approval (toolbar button) — 2. Send it for approval. (If your tenant doesn't require approval, it's approved automatically.)

Approve / Reject (toolbar buttons) — 3. An approver signs it off — or rejects it back to draft with a reason.

Send Documents (toolbar button) — 4. Send the PS3, Warranty and H1 bundles. Each is stamped with its sent date once dispatched.

Other certification actions

Show In Document — merge the certification into a document template and open it in the built-in Word editor to review or tweak before sending (the same editor used for quote letters).
Cancel Certification — void a certification that was raised in error or no longer applies, with a reason. It drops out of the current list but stays on record.

A certification holds the compliance detail for the part — PS3 and H1 sign-off, warranty start/years and expiry, building consent number, and the climate/wind zone and R-value used. Fill these in before you request approval.