To generate a fitness and propriety certificate you would:
Log into Corterum as an administrator.
Select REPORTING on the top menu.
Then click FITNESS AND PROPRIETY on the left hand side.
A list of people entities will appear.
Choose the person you want to generate the certificate for and click their name.
The screen will then show list of that person entity's fitness and propriety assessments - if they do not have an assessment, you'll need to create one - find out how here.
Click on the assessment you'd like to generate a certificate for.
A preview of the certificate will be displayed in a pop-up.
If you're happy, you can choose click the button to SAVE REPORTS TO DOCUMENTS, which will save this certificate in Corterum, and link it to the person entity for whom you have run the report.
A new pop-up will appear which allows you to select whether to download as a PDF or an editable Microsoft Word (DOCX) file. Make your choice, and click SAVE.
If you are done with the certificate, then click CLOSE.
In addition, you can also click DOWNLOAD REPORT to save it to your computer.
A new pop-up will appear which allows you to select whether to download as a PDF or an editable Microsoft Word (DOCX) file. Make your choice, and click DOWNLOAD.
The file will then be downloaded to your computer, and the dialogue boxes will all close.
So, if you would like to both save the file to documents and download a copy, you would need to save to documents first, then download it.