The share icon can be red instead of yellow-gold. When this is the case, a connection to the portal has not been established between the system and the user concerning correspondence, the user him or herself, or the project.
The share icon can be red instead of yellow-gold. When this is the case, a connection to the portal has not been established between the system and the user concerning correspondence, the user him or herself, or the project.
Visible steps can be configured per workflow. Click here to see how to enable or disable workflow steps per workflow.
When your personal email account (Gmail, Outlook, etc.) is synchronized with the system, you will be able to see all activity under the email tab in the system.
The correspondence tab only shows outgoing emails sent to the clients via the system. It does not automatically show incoming emails from the clients.
If a client cannot upload evidence in the portal, check the configuration settings.
You can have as many workflows as you need. You can choose to have a general workflow for all standards, or create a separate workflow for each standard. The latter is necessary if the workflow steps will not be the same.
You can upload, download, and replace forms (Excel documents) in the system. These forms are converted into uploadsheets and are used in the form in the execution module.
Click this link to view pages related to uploadsheets.
To set up different sectors and business units in the system check the following link.
Different currencies can be set up in the price list. These can then be selected when creating a quote.
Hour and cost types are needed to create a price list and calculate the quote. Click here to see how to set up hour and cost types.
The gray bar in the middle of each day in the calendar indicates lunchtime. The start, end time, and duration can be configured in each user’s settings in Configuration>Settings>User>Capacity.
Deleted users in the system settings can be restored.
To do this, go to Configuration>Settings
A rotation schedule can be entered for each substandard in the configuration. Click here to read more about this configuration
Click here to learn how to link your work email to the Zertic system.
To accept the customer’s application, and plan and execute an audit you need qualified (lead) auditors and other team members like reviewers, trainees, certification managers, etc. for certain standards. The qualifications of competencies for every person are managed in the competence module. In this module, you can among other things, create competencies for every person and link these to the correct standard(s), version(s) of standard(s), the accreditation body where the competence is qualified, and validity dates.
Click here to see pages related to setting up or adjusting competencies.
Click here to see how categories can be created.
Click here to learn how to create an email and/or alert template with variables and translates in the system.
Depending on your needs, the system can create and send emails (external) and alerts (internal). The system has two different templates for this.
Phases are created to set up the standards and audit types. Click here to see how to set up phases and link them to the audit types.
Click the following link to view API set-up-related pages.
It is possible to create Word documents with variables and translates for quote proposals for example. These documents can be loaded in Configuration>Templates and separately attached to emails and alerts.
Click here to see how to create such a document.
It’s possible to create a service key in the system.
Click here to view different pages on how to create a service key.
Click here to see how to create a price list.
To be able to select categories of a specific standard on a quote or checklist, they must be linked. To do this, we’ll create a version and a form set. A version is one of many that can be made for a specific standard. The version is linked to the form set and together they are connected to the standard.
The form set is also where standard-related reports and certificates are attached.
Click here to see how to create a form set.
Click the following link to see pages related to setting up a digital signature for documents.
The configuration of the quote requires several items, including the creation of the hours and cost types, the pricelist, and the calculation fields.
Refer to the following pages to configure the quote.
To set up the planning module, look at the following pages.
To configure non-conformities in the system first, all types of non-conformities need to be created and then a set needs to be created. Click here to see how this is done.
Click here to see pages related to configuring a workflow.
Standards and audit types (substandards) are needed for users to work in the system. Click here to see how to create them.
Additional time can be booked in two ways: separately in the system or via the form. We recommend booking additional time via the form, as these bookings will then automatically show up on the invoice.
Click here to see how to book time separately.
Click here to see how to book time via the form (configuration).
Fields can be added to the quote. Go to Configuration>Fields.
Click here to see how to add fields.
Click here to see how to add fields to the certificate card.
To find out if a translate or variable works and what information it will give, click here.
A workflow step can have certain actions that will ensure they cannot be skipped. These actions will be visible as icons in the step.
Check out the following pages to see how to set this up.
Sometimes it is possible when you open a form, it will give the error message “no variation found”. The form will not open. Please contact tech support to fix this issue.
To fix this, go to Configuration>Standard. Then locate the standard in the list and click on it to update the bottom field. In the bottom field, go to the tab Form set. Double-click on the form set related to the standard. Go to Variation in the top right. Add all variations. Close the screen.
Go back to the standard and double-click on it to open the standard. In the bottom left, add the variations from the form set. Save and close the window.
Yes, the offline function can be disabled in the system. The tab Offline or the ability to put a form offline will not be visible or possible then. Please contact us to have this done.