Although contractors should normally upload their own PMV certificates to ensure they take responsibility for submitting accurate documentation, there may be situations where they cannot do this, such as access issues, technical problems, or during contractor transitions.
In these cases, you can upload the certificate on their behalf by following the steps below:
From the Admin area, click Add/Edit Units.
Select the relevant site or unit.
Click the PMVs tab.
Select the appropriate PMV contract.
Unlock the green padlock
icon.Under Test certificate, click Select a file.
Click Upload.
Click Save.
Remove the certificate requirement
In some situations, such as when an older order needs to be processed for payment, and a certificate was never uploaded, you may need to remove the certificate requirement. This option should only be used when absolutely necessary, as bypassing certificates is not recommended.
From the Admin area.
Use the Edit Orders field to search for the relevant order.
Click Status.
Select Remove requirement for a certificate.
Enter the required details, then click Finish.
This allows the order to be approved for payment without a certificate being uploaded by the contractor.
📌 Note: You can upload a PMV certificate manually if required. However, PMV orders without certificates cannot be deleted. If you upload the certificate yourself instead of the contractor, you must still follow the steps above to move the PMV status forward in the workflow.