Although contractors should normally upload their own PMV certificates, there may be situations where they cannot, such as access issues, technical problems, or during contractor transitions. In these cases, you can upload the certificate on their behalf.
Upload a certificate on behalf of a contractor
Follow the steps below to upload a PMV certificate for a contractor.
From the Admin area, click Add/Edit Units.
Select the relevant site or unit.
Select the PMVs tab.
Select the appropriate PMV contract.
Unlock the green padlock
icon.Under the Test certificate, click Select a file.
Click Upload.
Click Save.
📌 Note: If you upload the certificate on behalf of the contractor, you must still follow the steps above to move the PMV status forward in the workflow. PMV orders without certificates cannot be deleted.
Remove the certificate requirement
If 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.
⚠️ Warning: Bypassing the certificate requirement is not recommended and should only be done in exceptional circumstances.
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 and click Finish.
This allows the order to be approved for payment without a certificate being uploaded.