Overview

An appointment’s certificate submission tab provides a method for viewing and altering an appointment’s certificate submission status, offering an alternative to the bulk status update utilised in the standard submission process.

Additionally, the feature provides additional submission statuses that can enable or disable field worker invoicing. By setting an appointment’s status to allow / do not allow field worker to be paid for this activity, an invoice can be generated for the work completed regardless of the response from the certifying authority.


Updating Submission Status

To manually update an appointment submission status:

  1. Select an appointment

  2. Select the Certificate Submissions tab on the appointment toolbar (grey)

  3. Select the batch submission to be updated

  4. Select on of the following statuses:

    • Pending Submission - The certifying authority has not yet provided a response this submission within the batch
    • Accepted Submission - The certifying authority has rejected this submission within the batch
    • Rejected Submission - The certifying authority has accepted this submission within the batch

    • Allow field worker to be paid - The certifying authority has rejected this submission within the batch, however, the field worker should be paid for the work completed (enable field worker invoicing)
    • Do not allow field worker to be paid - The certifying authority has rejected this submission within the batch, the field worker should not be paid for the work completed (block field worker invoicing)
  5. Select Submit Change