πŸ” Login

Certification Records Manager

Default Super Admin: admin / admin123 (change it after first login)

Certification Records Manager

Certification Records β€’ BA Management β€’ Monthly Reports

Total Records

0

Total Price

β‚Ή0

Total Balance / Extra

β‚Ή0

Total BAs

0

Add Certification Record

πŸ”Ž Search & Filter Records

Certification Records

S. NOBA NAMECOMPANY NAMECERTIFICATION DATEC.BSTANDARDPRICEBALANCE / EXTRARECD. AMT. DETAILACTION

Add BA

BAs you add here belong to you (and the Super Admin). Your records can only use your own BAs.

BA List

S. NOBA NAMEBA CODEMOBILEEMAILCOMMISSION %STATUSADDRESSOWNERACTION

Add User

πŸ” Only the Super Admin can create, edit, deactivate or delete application users. When editing, leave Password blank to keep the current one.

User List

S. NOFULL NAMEUSERNAMEROLESTATUSACTION

Monthly Report

Monthly Records

0

Monthly Price

β‚Ή0

Monthly Balance / Extra

β‚Ή0

Active BAs

0

BA-Wise Monthly Summary

S. NOBA NAMECOMPANIESTOTAL PRICETOTAL BALANCE / EXTRA

Standard-Wise Monthly Summary

S. NOSTANDARDRECORDSTOTAL PRICE

Monthly Company Details

S. NOBA NAMECOMPANY NAMEDATESTANDARDPRICEBALANCE / EXTRARECEIVED DETAIL
Chat

πŸ•΅οΈ Audit Log

Read-only history of logins and every add / edit / delete. Entries cannot be changed or deleted from the app.

Activity

S. NODATE & TIMEUSERACTIONTYPESUMMARYCHANGES (OLD β†’ NEW)IP

βš™οΈ Record Form Settings

Change the β€œAdd Certification Record” form here. Your changes stay private as a draft until you press Publish to Everyone. Existing records are never changed.

Standards (dropdown choices)

C.B choices (optional)

Leave empty to keep C.B as a free-text box. Add names here to turn it into a dropdown.

Form fields

Rename a field, change its hint text, hide it, or make it compulsory. Company Name and Certification Date are always shown and required.

FIELD NAME SHOWNHINT TEXTSHOWREQUIRED

βž• Extra fields you add

Need something the form doesn't have (GST No., Auditor name, Renewal Date…)? Add it here. New fields appear at the end of the form, as columns in the records table and monthly details, and in Excel exports/backups.

FIELD NAMETYPEDROPDOWN CHOICESHINT TEXTSHOWREQUIREDORDER / REMOVE

Excel Backup

Export all records, BAs and users (without passwords) into an Excel file.

Restore From Excel

Restored users (new usernames only) get the temporary password ChangeMe@123. Existing users are never overwritten.