Certifications module guide

The Certifications module tracks the third-party standards your organization holds or asserts — voluntary certifications and industry accreditations. Attestations your counterparties sign live in the Counterparties module.

What Certifications tracks

• Business Certifications — third-party certifications for quality, security, privacy, or industry standards (ISO, SOC 2, HIPAA, PCI-DSS, and the like), with issue and expiration dates. Each certification keeps a Business Certification Audit register — certifying-body audits, internal audits, and management reviews — recording the lead auditor for each.
• Accreditations — industry or professional accreditations held by the organization (not individuals). Each accreditation tracks its Accreditation Site Visits — on-site evaluations with a lead reviewer and a decision workflow — and its Accreditation Reports, the interim, mid-cycle, monitoring, or annual reports filed with the accrediting body between visits, identified by report period.

Adding a record

Creating or editing records requires Editor access to the Certifications module.

Open the record type, click New, fill in the details (issuer, scope, dates), and Save. Open the record to attach the certificate file and set renewal reminders.

Who can access certifications

• Viewing requires access to the Certifications module.
• Creating or editing requires Editor access.

On Enterprise plans, access group scoping limits records to entities within your assigned access groups.