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Record a specialist examination certificate

Record or replace a LOLER or other statutory specialist examination certificate so the plant schedule and status stay up to date.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Record specialist check dialog​

Open the plant item, then choose the option to record a specialist check so the Record specialist check dialog appears.

Open the Record specialist check dialog

Step 2: Review whether you are recording or replacing a certificate​

Check the dialog heading and context to confirm if you are recording a new certificate or replacing an existing one; existing details may be pre-filled when replacing.

Review whether you are recording or replacing a certificate

Step 3: Enter the new certificate expiry date​

Type the new certificate expiry date in the expiry field; this will re-anchor the schedule and clear any due-soon or lapsed status.

Enter the new certificate expiry date

Step 4: Add the certificate number (optional)​

If available, enter the certificate number so the team can trace the underlying examination record.

Add the certificate number (optional)

Attach or select the stored certificate document so the PDF or scan is linked to the plant record.

Link the certificate document (optional)

Step 6: Submit the specialist check​

Select the option to save or record the specialist check; the system updates the schedule and removes any must-not-use flag for that item of plant.

Submit the specialist check

Step 7: Review confirmation and updated plant status​

After the dialog closes, review the plant checks view to confirm the next-due date and status now reflect the new certificate.

Review confirmation and updated plant status

Last updated: 2026-07-16