Recording Property Energy Certificates

Energy Certificates store energy assessment and certificate information for a property.

Open Energy Certificates

1. Open Properties → List Properties and select the required property.
2. Select the Compliance tab.
3. Select Energy Certificates from the secondary navigation.

The list shows the certificate reference, assessment date, certificate date, expiry date, current rating and potential rating. A paperclip indicates that a certificate file is attached.

Add an Energy Certificate

1. Select Add Energy Certificate.
2. Enter the Date of Assessment, Date of Certificate and Expiry Date.
3. Enter the certificate Reference.
4. Upload the certificate file, if available.
5. Enter the Current Rating and optional Potential Rating.
6. Select Add.

View and manage a certificate

Open a certificate from the list to review its details or open the attached certificate file. Use Options to edit or delete the certificate, subject to your permissions.

Energy Certificate exemption

If the property is exempt from requiring an Energy Certificate, a warning is displayed instead of the certificate list.

To set or remove the exemption, open Compliance → Energy Certificates, select Options, then choose Set Exempt or Unset Exempt.

The actions available to you may vary depending on your permissions.