Once a location has been set to be "Certified," it can be used our certified job worksheet report for easy reference. If a location has not been set to be "Certified," it will never appear in the Certified Job Worksheet.

Setting A Location To Be Certified

• Go to Manage and click on Locations.

  

• Press the pencil icon to the left of your certified location.

  

• Click on the Custom Fields tab.

  

• One of the options will be "Job Type" with a drop-down menu that allows you to set the location to be Certified.

  

• Save when finished.

Using The Certified Job Worksheet Report

• Go to Reports.

  

• Under the Location section will be the Certified Job Worksheet.

  

• The report specific options allow the following:

  

• When generating the report, it will appear like the example below and can be saved as for Excel, as a PDF or CSV for reference purposes.

  

For more information about reports, you can refer to the following article: Reports Walkthrough