Calibration Certificate Portal Guide

The portal supports two levels of access: Subscriber and Sub User.

Logging in

You can log in using either your username or your email address. Your password is the same for both login methods.

The Dashboard provides quick access to statistics relating to the certificates stored within your portal.

Selecting one of the Dashboard categories displays detailed information for the selected category.

Subscriber Dashboard

Selecting a Dashboard category

Select a category at the top of the Dashboard to display the information associated with that category.

Sub User Dashboard

Sub Users see a reduced Dashboard containing the certificate information relevant to their level of access.

The Certificates page displays all calibration certificates available within your portal.

Current valid certificates are shown on the Current tab by default. Additional tabs are available for Archived certificates and List All.

Certificate information is displayed in a table containing information such as equipment model, serial number, calibration date and due date. This makes certificates for individual items of equipment easier to locate.

Certificate status flags

Certificate actions

Subscriber certificate view

Sub User certificate view

Sub Users can view and download certificates but do not have access to the Delete or Archive functions.

The portal can generate a quotation request listing the equipment that requires calibration together with any special calibration or testing requirements.

Start a quotation request

Select the Request Quote option from the Certificates page.

Select equipment

Enter your calibration requirements

Complete the Calibration Requirements box with details of the calibration service required.

This may include UKAS or Traceable calibration together with additional requirements such as filters, reverberation time, one time measurements or other functions requiring calibration.

Quotation requested status

After the request has been sent, selected equipment is marked with a blue QR flag together with the date that the quotation request was generated.

Once the new calibration certificate has been received, open the Request Quote form and select the Quotation Received tab.

Quotation Received tab

Confirm receipt

The System Logs maintain a record of activities performed within the portal.

Logs can be filtered by time period, including Last Week, Last Month, Any Time, or a custom period.

You can also filter the logs by activity type, such as quotation requests and certificate uploads.

The Subscriber is the portal administrator and has access to additional administrative functions and controls that are not available to Sub Users.

Subscriber menu

Select your username in the top right corner of the portal to access your account options.

Update your profile

Select Update Profile to review and update your personal and account information.

This also allows the Subscriber details to be updated if responsibility for managing the portal moves to another member of staff.

Add a Sub User

The Subscriber can create additional Sub User accounts, allowing other members of your organisation to access the portal using their own login details.

Email notifications

Sub Users are automatically configured to receive relevant portal email notifications.

The Subscriber can enable or disable notifications for individual users through Settings.

Each time the page is opened, the system reviews calibration due dates and updates the Due flag accordingly.

As this process takes place when the page is generated, there may be a brief delay before all records are displayed and fully up to date.

Default Due period

The default Due period is 30 days. The Due flag is therefore displayed when an item's calibration due date falls within 30 days.

Changing the Due period

The Subscriber can select a different period depending on the requirements of your organisation.