Adding a Project Classification Certificate
To add a business classification certificate on the Project Classification Tracking page:
- Navigate to the Project Supplier Tracking Page
From the Compliance menu at the top of any project page, select Project Classification Tracking.
- In the Certificate column, select Upload from the row for the Subcontractor who needs a certificate uploaded.
A Certificate dialog box displays.
- In the dialog box, enter a name for the certificate.
- Either use the calendar widget to select an expiration date, or manually enter a date in the field.
- Include a certifying agency.
- Add a certificate number.
- Upload an unencrypted PDF file.
- Select the blue ellipses (...).
- Navigate to your file and select Open.
Your files displays in the Certificates dialog box.
- Select Upload.
- Information about the certificate displays in a table.
- A Success message displays, confirming you uploaded the certificate.
- (Optional) Follow steps 3 through 8 to upload additional certificates.
Each additional certificate displays in the table.
- Select Close to close the dialog box.
The Upload link in the Certificate column changes to a View link. It lists the number of certificates available for viewing. The Expiry column lists the expiration date entered and will display a warning as the date approaches.
Last Published Wednesday, September 6, 2023