Sites Certifications

The Certifications area allows users to create, edit, and delete Certifications used to record Client approval of amounts claimed within Sales Applications.

The Certifications section contains a Quick Search feature which targets the Certification Number column.

The Certifications table contains multiple columns that display key information for each Certification. Each column is described below.

• Certification Number – Displays the Certification Number for each Certification. This number matches the Application Number selected in the Certification Details page.
• Certification Reference – Displays the Certification Reference for each Certification. This is derived from the Reference field on the Certification Details page.
• Retention Taken – Displays the Retention Taken for each Certification. This is derived from the Retention Taken field on the Certification Details page.
• Total – Displays the Total Certified amount for each Certification. This is calculated by combining all Certified values from the Certification Build Stages, Certification Sales Extras, Certification Variations, and Certification Contra Charges tabs.

Creating a Certification

To create a new Certification, the user can enter Edit mode and select the Create Certification button located above the right-hand side of the table.

The system will then navigate the user to the Certification Details page, to enter a Reference, Retention amount, and select the relevant Sales Application for the Certification.

Certifications appear within the Sales Application Document for the associated Sales Application, displayed in the relevant tabs that correspond to the items being certified.

Certification Details

The Certification Details page allows the user to enter key information for the Certification, such as the Reference, Retention, and associated Sales Application. Each field is described below.

• Reference – This is a free-text field which allows the user to manually enter the Reference Number for the Certification.
• Retention Taken – This is a numeric field that accepts any valid number. The value entered represents the amount of Retention Taken within the associated Sales Application Document, which is subtracted from the Nett value of the Application to calculate the Total Nett Value.
• Sales Application – The Sales Application dropdown lists all non-deleted Sales Applications created for the Site, displayed by their Application Numbers. The user can select an Application from this list to associate the Certification with it. Once selected, the Certification is linked to that Application, and the relevant sub-tabs are automatically populated with the items included in the chosen Application.
• Total – The Total field is read-only on the Details page. It represents the combined Total of all Certified values from each of the other Certification sub-tabs.

When the user enters Edit mode on the Details page, an additional CERTIFIED IN FULL button becomes available. When selected, the system automatically sets all certified values within the Certification Build Stages, Certification Sales Extras, Certification Variations, and Certification Contra Charges sub-tabs to their maximum allowable values, ensuring that all items within the certification are fully certified.

Certification Build Stages

The Certification Build Stages area allows users to set Certified values against the amounts applied within the associated Sales Applications Build Stages section.

The Certification Build Stages area contains a Quick Search feature which targets the Plot Number column.

The table displays a Plot Number and House Type column, which identify the Plot associated with each Build Stage and the corresponding House Type for that Plot. It also includes a column for each Build Stage that has been claimed, along with Applied, Applied TD and Certified columns for each.

The Applied column represents the amount claimed for the Build Stage within the associated Sales Application.

The Applied TD (To Date) column represents the cumulative amount claimed for the Build Stage across the current and all previous Sales Applications.

The Certified column provides an editable field when the user enters Edit mode, which allows the user to enter a Certified value, up to the maximum Applied amount for that stage.

By default, the table displays only the Build Stages that have been claimed to date. A Show All Build Stages button is located above the right-hand side of the table. When selected, the table is toggled to display all Build Stages on the Site, allowing Certifications to be made against them, including Build Stages that have not yet been claimed within an Application.

When the table is displaying all Build Stages, the button label changes to Show Claimed Build Stages. Selecting this button toggles the table back to displaying only the Build Stages that have been claimed to date.

The entered Certified values are reflected in the Total on the Certification Details page and are also displayed in the MC Works tab of the Sales Application Document for the relevant Sales Application.

Certification Sales Extras

The Certification Sales Extras area allows users to set Certified values against the amounts applied within the associated Sales Applications Sales Extras section.

The Certification Sales Extras area contains a Quick Search feature which targets the Sales Extras column.

The table includes a Name column, which lists the name of each Sales Extra.

The Plot column displays the Plot the Sales Extra is assigned to, identified by its Plot Number.

The Quantity column represents the amount of each Sales Extra that has been claimed in the associated Applications.

The Applied Price column shows the total value of the amount claimed within the current Application.

The Applied Price TD (To Date) column displays the cumulative total value claimed for the Sales Extra across the current and all previous Sales Applications.

The Certified column displays the portion of the Applied Price that has been Certified by the Client. When the user enters Edit mode, this column becomes editable, allowing a numeric value to be entered up to the maximum Applied Price. This value represents the amount of the applied total that has been approved through certification.

By default, the table displays only the Sales Extras that have been claimed to date. A Show All Sales Extras button is located above the right-hand side of the table. When selected, the table is toggled to display all Sales Extras on the Site, allowing Certifications to be made against them, including Sales Extras that have not yet been claimed within an Application.

When the table is displaying all Sales Extras, the button label changes to Show Claimed Sales Extras. Selecting this button toggles the table back to displaying only the Sales Extras that have been claimed to date.

The entered Certified values are reflected in the Total on the Certification Details page and are also displayed in the Sales Extras tab of the Sales Application Document for the relevant Sales Application.

Certification Variations

The Certification Variations area allows users to set Certified values against the amounts applied within the associated Sales Application Variations section.

The Certification Variations area contains a Quick Search feature which targets the Reference Number column.

The table includes a Reference Number column, which displays the Variation Reference Number followed by a dash and the corresponding Variation Name.

The Price column shows the total Rate that has been set for the Variation, as defined in the Variation Details page.

The Applied column shows the value that has been claimed within the current Application to which the Certification relates to.

The Applied TD (To Date) column displays the cumulative value that has been claimed for the Variation across the current and all previous Applications.

By default, the table displays only the Variations that have been claimed to date. A Show All Variations button is located above the right-hand side of the table. When selected, the table is toggled to display all Variations on the Site, allowing Certifications to be made against them, including Variations that have not yet been claimed within an Application.

When the table is displaying all Variations, the button label changes to Show Claimed Variations. Selecting this button toggles the table back to displaying only the Variations that have been claimed to date.

The entered Certified values are reflected in the Total on the Certification Details page and are also displayed in the Variations tab of the Sales Application Document for the relevant Sales Application.

Certification Contra Charges

The Certification Contra Charges area allows users to set Certified values against the amounts applied within the associated Sales Application Contra Charges section.

The Certification Contra Charges area contains a Quick Search feature which targets the Name column.

The table includes a Name column, which displays the Name of each Contra Charge that has been claimed within the associated Sales Application.

The Price column shows the total Rate that has been set for the Contra Charge, as defined in the Contra Charge Details page.

The Applied column shows the value that has been claimed within the current Application to which the Certification relates to.

The Applied TD (To Date) column displays the cumulative value that has been claimed for the Contra Charge across the current and all previous Applications.

The Amount column displays the Certified value against the applied Price. When the user enters Edit mode, this field becomes editable, allowing a numeric value to be entered up to the maximum applied Price. This value represents the portion of the claimed Contra Charge that has been Certified.

By default, the table displays only the Contra Charges that have been claimed to date. A Show All Contra Charges button is located above the right-hand side of the table. When selected, the table is toggled to display all Contra Charges on the Site, allowing Certifications to be made against them, including Contra Charges that have not yet been claimed within an Application.

When the table is displaying all Contra Charges, the button label changes to Show Claimed Contra Charges. Selecting this button toggles the table back to displaying only the Contra Charges that have been claimed to date.

The entered Certified values are reflected in the Total on the Certification Details page and are also displayed in the Contra Charges tab of the Sales Application Document for the relevant Sales Application.

Certification Documents

The Certification Documents section allows users to Add, Edit, and Remove Documents associated with the Certification.

This section includes a Quick Search feature that targets the Document Name column.

A Document Name is required to proceed with an upload. If a user attempts to upload a document without providing a Document Name, the system will prevent the upload and display an error prompting the user to enter a Document Name.

To upload an image to the Certification, the user can enter Edit mode and populate the Document Name and Revision Reference fields with the desired details. The user can then select the UPLOAD button, which will open the File Explorer to allow a file to be selected. Once a file is chosen, it will be uploaded to the Certification and displayed in the table.

To Upload a new Version, the user must enter Edit mode and select the icon in the Upload column. The system will open a popup containing two editable fields: Document Name and Revision Reference, which the user can update as required to align with the new Version.

The popup also includes an Upload button; when selected, the system opens the File Explorer, allowing the user to choose a file to upload. Once the upload is complete, the Documents list table is updated to reflect the revised Document Name, Revision Reference, Upload Date & Upload Time for the latest version.

To View an existing Document, the user can select the icon in the Current column for the desired Document, which will open a new browser tab displaying the most recent version.

Alternatively, the user can select the icon in the Versions column to view a table containing all Versions of the Document. From this table, the user can select the icon in the View column to open a new browser tab displaying the selected version of the file.

To Download a Document, the user can select the icon in the Download column for the desired Document. The system will immediately begin downloading the selected file, which can then be accessed locally on the user’s device.

Alternatively, the user can select the icon in the Versions column to open the Versions popup. Within this popup, a Download icon is available for each Version of the Document; selecting this icon will initiate an immediate download of the chosen Version to the user’s device.

When a file is downloaded, it retains the Document Name that was assigned at the time of upload.

To Delete an existing Document, the user must enter Edit mode and select the icon in the Delete column. The system will display a confirmation dialog warning that deleting the document and all its versions is permanent. Once Yes is selected, the Document is deleted and cannot be recovered.

Deleted Documents are permanently removed from the Certification Documents table and cannot be viewed or accessed in any way.