Certify - Reopen - Remove - Delete a Certificate for Payment (CP)

Modified on Thu, 7 Nov, 2024 at 11:54 PM

Certify - Reopen - Remove - Delete a Certificate for Payment (CP)

In this article you will learn how to Certify - Reopen - Remove - Delete Certificate for Payment (CP)

Certify a Certificate for Payment

A CP is to certify the value of the work performed and/or products delivered to the place of work as of a certain date.  You cannot create a new Certificate for Payment until your last one has been certified or removed. A CP can only be generated by the Primary Consultant (or RForm Account Manager).  Once generated it must be issued for review before it can be certified. 

  1. Go to the Project where you want to create the Certificate for Payment.

  2. Click the Project Forms tab and select CERTIFICATE FOR PAYMENTS

  3. From the list of CPs select a CP that has been Issued and if ready to be certified. On this page should also make note of the Substantial Performance indicator that tracks Balance to complete.  Settings to show or hide this on forms is in the “Edit Project Details” section.

  4. Also note on the list of Certificates for Payment a Substantial Performance summary that tracks the Balance to Complete.  These details can be displayed or hidden on forms with the settings found in the “Edit Project Details” section of the account. 

  5. Click the Certify button on the CP form. 

  6. The Notify Team window will then open and you can Notify others on the team (optional) and Include a comment (optional) , then click the Save button.

  7. After saving the CP form is displayed now in the certified status with all details recorded and displayed.

Reopen a Certificate of Payment (CP)

This section will explain how to reopen a CP.  Please note that only the last CP certified can be reopened.  For example if there are CP 1, 2 and 3, in order to reopen CP 1, CP 2, CP 3 must be reopened and deleted. 

  1. From the list of CPs select the last certified CP

  2. Click the Reopen button on the CP form. The button is only available if the next CP has not been created yet. 

  3. The CP for is then placed in the Issued status and all options are now available.

Remove and Delete a Certificate for Payment (CP)

If the CP is in the Draft or Issued Status it can be Removed and then deleted if required.

  1. A CP in the Draft status will have the following options available.  You can click the Remove button to initiate the removal process. 

  2. A CP in the Issued status will have the following options available. You can click the Remove button to initiate the removal process. 

  3. After clicking the Remove button the Confirm window is displayed where you can 

    1. Notify others on the team (Optional) and 

    2. Enter your comments in the field, then click the Remove button.
       

  4. The CP form status will then display the Removed status. 

  5. The list of CPs will also display the Removed status of the CP. 

  6. If you want to keep the CP around in the Removed status for future reference no further actions are required. 

  7. If you want to permanently delete a Removed CP as you will no longer need it for any reason, click on the Removed CP in the list. 

  8. Click on the text link ‘Click here’ to permanently delete the CP.

  9. Confirm the delete by clicking the Delete button.

General Information Certificate for Payments Form

  1. Near the bottom of a CP form there is a Full List of Certificates for Payments to Date displayed. This will be a list of the values of previous CPs that were certified. 

  2. There is also a section for all the Comments & History of the CP.  RForm maintains an audit trail of all comments/history of each form. 

  3. Clicking on the AddComments/File text link on the right allows you to comment directly on the form or upload attachments from this location.

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