Viewing Completed Certifications

After a certification has been completed and submitted, a user can go in and view their submissions. Choose the "Certifications" tab on the dashboard.

Certification submissions will be listed in the top box by Certification Name and Submission Date. Submissions can be sorted alphabetically or by submission date. A submission can be viewed by choosing the "View" button in the actions column. 

Submission details will be listed across the top. To export the completed certifications, click the blue "Export" button. Submissions can be exported as Excel or PDF.

Report submissions can be viewed here as well in the second box on the Completed Certifications page. Reports include quarterly transaction reports, initial/annual holdings reports, and approval request reports. Submissions can be sorted by report type, period, or submission date. Click "View" to view report details. Click "Download Files" to download any documents that have been attached to the report. 

Report details will be listed when you click "View". To export the report, click the blue "Export" button.

Notes can be added to a completed certification or report. Please note that admins are able to see notes that have been added.