2. This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes.
The information is not version controlled and as such is subject to change without notice.
Vault does not accept any responsibility or obligation to inform users of this presentation of such changes.
This includes any copies of this presentation taken and modified outside of the Vault domain.
[DISCLAIMER]

3. ‘Plant / Equipment Register’
[Update Certification] Plant / Equipment Maintenance
Updating the Certification record for a Plant or Equipment item is managed via the Item’s record in the Plant and Equipment Register
This is found under Assets in the Menu Bar
‘Plant / Equipment Register’

4. [Update Certification] Edit Item
Locate the item in the Register, then click Actions, then Edit

5. [Update Certification] Certification Tab
Click on the Certification tab
The register displays all currently-recorded Maintenance types, together with the details of when the last certification took place, when it is valid until, and the currency status
Available statuses are:
‘All OK’ - the certification is current
‘>1 month’ - the certification is current but will expire less than one month from today
And ‘Expired’ - the certification has lapsed or the item failed to meet certifiable criteria

6. [Update Certification] Select Certification Type
Locate the certification type being updated, and click Actions, then Edit

7. [Update Certification] Add Certification Instance
All instances of the selected type are now displayed in a register
To add a new instance, click Add

8. [Update Certification] Add Certification Instance
Enter the date of the certification
Vault will calculate and display the expiry date in the field below
Enter the name of the company or employee providing the certification, and select whether it passed or failed

9. [Update Certification] Add Certification Instance
To attach a copy of any related files such as a copy of the certificate itself, click Attach File and locate the file on your computer
Vault will store a copy
Then, click Save

10. [Update Certification] Instance Recorded
The added instance has now been recorded and is visible in the register for this particular certification type
Click Save Certification to return to the Certification Register

11. [Update Certification] Instance Recorded cont.
The overall Certification Register now reflects the added instance and displays updated dates and currency status

12. [Update Certification] Add New Maintenance Type
If the Certification type being renewed is not currently displayed in the Register, click Add

13. [Update Certification] Add New Certification Type Details
Select the interval and name of the Certification
Then, click Add and supply the instance details as before
Once all details have been added, click Save Certification
The details have now been saved

14. [Update Certification] New Certification Type and Instance Saved
Click Save Company Plant to return to the Plant and Equipment Register
Those responsible for certification currency will receive an escalation from Vault when the expiry nears, provided this has been enabled in Vault Settings