Overview


The Find Missing Certificates tool helps you identify properties that are missing required certificate requirements based on your current compliance rules.

This is especially useful after you:

  • Create a new certificate type
  • Update rules (e.g. Applies to Units or Buildings)
  • Change compliance requirements across your portfolio

You can access this tool from the main navigation:

  • Go to Certificates
  • Click Find Missing Certificates

What This Tool Does

When opened, the window will automatically begin scanning your system for missing certificate requirements.


Example:
If you create a new rule requiring Fire Alarm certificates for all buildings, this tool will:

  • Find all buildings that do not yet have that certificate requirement added at all

Important: Missing Requirement vs Missing Document

It’s important to understand the difference:

  • Missing Certificate (Dashboard)
    • The requirement exists on the property
    • The document has not been uploaded yet
    • This is tracked and visible on the dashboard
  • Missing Certificate (Find Missing Certificates tool)
    • The requirement itself does not exist on the property
    • The system is not tracking it at all yet
    • This tool finds and fixes that gap

In short:

  • Dashboard = “document missing”
  • This tool = “requirement missing”

Reviewing Results

Once the scan is complete:

  • All properties missing required certificates will be listed
  • You can:
    • Filter the results
    • Review each property
    • Select or deselect individual entries

You can also:

  • Select all results
  • Unselect specific exceptions (for example, properties you know do not require that certificate)

Adding Missing Certificates

Once you are happy with your selection:

  • Use the left-hand panel
  • Click Add Selected Certificates

The system will then:

  • Automatically add the missing certificate requirements to those properties
  • Ensure they are now properly tracked


What Happens Next

After adding the certificates:

  • These properties will now appear on the dashboard if documents are missing
  • Expiry tracking, warnings, and compliance rules will apply as normal
  • The certificates are now fully part of your compliance workflow

When Should You Use This Tool?

Use Find Missing Certificates when:

  • You introduce a new compliance rule
  • You update Applies to Units or Buildings settings
  • You want to bring existing properties in line with current rules
  • You suspect some properties are not being tracked correctly

Summary

  • Finds missing certificate requirements (not missing documents)
  • Lets you review and control what gets added
  • Bulk-adds certificates to ensure full compliance tracking
  • Keeps your dashboard accurate and complete