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Explain this Auditro guide in plain language. Keep the product labels exactly as written. Then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Manage entities and certificate periods
Role: Administrator
Outcome: Each certificate and reporting period attached to the correct legal entity.
Before starting:
- Administrator access
- Legal entity and trade licence details
- Certificate dates and scores where available
Steps:
1. Open Entity estate
Select Entity estate in the product navigation. The entity list shows every legal entity in the workspace.
2. Select or add an entity
Choose an entity, or select Add entity. Enter the legal name, trade licence number, issuing authority, regime, and status.
3. Set the reporting period
Add or select the reporting period for the certificate. Keep current and historical periods separate.
4. Add the certificate
Enter the certificate number, score, issue date, expiry date, and status. Check that the selected entity is correct.
5. Review renewals
Use the renewal status to find current, due soon, and expired certificates. Update the status as renewal work progresses.
Boundary: Group view does not combine scores. Each certificate belongs to one legal entity and reporting period.
Source: https://auditro.co/docs/entity-estate/Explain this Auditro guide in plain language. Keep the product labels exactly as written. Point out common mistakes, then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Manage entities and certificate periods
Role: Administrator
Outcome: Each certificate and reporting period attached to the correct legal entity.
Before starting:
- Administrator access
- Legal entity and trade licence details
- Certificate dates and scores where available
Steps:
1. Open Entity estate
Select Entity estate in the product navigation. The entity list shows every legal entity in the workspace.
2. Select or add an entity
Choose an entity, or select Add entity. Enter the legal name, trade licence number, issuing authority, regime, and status.
3. Set the reporting period
Add or select the reporting period for the certificate. Keep current and historical periods separate.
4. Add the certificate
Enter the certificate number, score, issue date, expiry date, and status. Check that the selected entity is correct.
5. Review renewals
Use the renewal status to find current, due soon, and expired certificates. Update the status as renewal work progresses.
Boundary: Group view does not combine scores. Each certificate belongs to one legal entity and reporting period.
Source: https://auditro.co/docs/entity-estate/Explain this Auditro guide in plain language. Keep the product labels exactly as written. List the prerequisites, decisions, and common mistakes, then give me a short checklist.
Use only the documentation below. Do not invent controls or workflow states, give certification advice, or promise a score or tender outcome. If the guide does not answer something, tell me to contact Auditro support. Do not ask for credentials or company records.
Guide: Manage entities and certificate periods
Role: Administrator
Outcome: Each certificate and reporting period attached to the correct legal entity.
Before starting:
- Administrator access
- Legal entity and trade licence details
- Certificate dates and scores where available
Steps:
1. Open Entity estate
Select Entity estate in the product navigation. The entity list shows every legal entity in the workspace.
2. Select or add an entity
Choose an entity, or select Add entity. Enter the legal name, trade licence number, issuing authority, regime, and status.
3. Set the reporting period
Add or select the reporting period for the certificate. Keep current and historical periods separate.
4. Add the certificate
Enter the certificate number, score, issue date, expiry date, and status. Check that the selected entity is correct.
5. Review renewals
Use the renewal status to find current, due soon, and expired certificates. Update the status as renewal work progresses.
Boundary: Group view does not combine scores. Each certificate belongs to one legal entity and reporting period.
Source: https://auditro.co/docs/entity-estate/
Outcome
Each certificate and reporting period attached to the correct legal entity.
Before you start
Administrator access
Legal entity and trade licence details
Certificate dates and scores where available
01
Open Entity estate
Select Entity estate in the product navigation. The entity list shows every legal entity in the workspace.
02
Select or add an entity
Choose an entity, or select Add entity. Enter the legal name, trade licence number, issuing authority, regime, and status.
03
Set the reporting period
Add or select the reporting period for the certificate. Keep current and historical periods separate.
04
Add the certificate
Enter the certificate number, score, issue date, expiry date, and status. Check that the selected entity is correct.
05
Review renewals
Use the renewal status to find current, due soon, and expired certificates. Update the status as renewal work progresses.
Completion check
Each certificate and reporting period attached to the correct legal entity.
If you do not see this result, check the previous step, reporting period, and your access level.
