Certificate Management
Vestis Labs
Last Update 2 months ago
Certificate Management serves as the central hub for handling all certificate records in the workspace. From this page, users can add new certificates, link them to materials, suppliers, or products, track their validity, and stay ahead of renewals in one page. This page is designed to give full control over certificate data while making it easy to search, filter, and review existing records.
Navigate to Certificate > Manage Certificate in the left bar menu.
Key Features on the Certificate Management Page
Add Certificate
Click the + Add Certificate button to manually create a new certificate record. This opens a form where you can enter the certificate name, number, type, group, category, licence number, institute, supplier, linked materials/products, validity dates, and upload a supporting file.
Click the + Add Certificate button to manually create a new certificate record. This opens a form where you can enter the certificate name, number, type, group, category, licence number, institute, supplier, linked materials/products, validity dates, and upload a supporting file.
Create with AI
Click the Create with AI button to generate a certificate entry automatically, such as by extracting details from an uploaded document, instead of filling out the form manually.
Click the Create with AI button to generate a certificate entry automatically, such as by extracting details from an uploaded document, instead of filling out the form manually.
Search and Filters
Above the certificate list, you can refine what you see:
Above the certificate list, you can refine what you see:
- Search bar — Search by name, certificate number, licence number, or entity.
- All Statuses — Filter certificates by status (e.g., Valid, Expired, Missing Expiry).
- All Entities — Filter by the type of entity the certificate is linked to (e.g., Supplier, Material, Product).
- Modified At / Descending — Sort the list by when records were last modified, in ascending or descending order.
- Columns — Choose which columns are visible in the table.
- Reset — Clear all applied filters and search terms.
Certificate List
The main table displays all certificates with the following details:
The main table displays all certificates with the following details:
- Name — The certificate's title.
- Type — The certificate category, such as Product.
- Linked To — The kind of entity the certificate is connected to, such as Supplier.
- Entity Name — The specific supplier or entity name.
- Certificate No — The certificate's identification number, if available.
- Licence No — The associated licence number.
- Institute — The certifying body or institute.
- Valid From / Valid To — The certificate's validity date range.
- Expiry Notification — A toggle (On/Off) showing whether alerts are enabled for that certificate as it approaches expiry.
