CertifierOS

1 Sub Category | 106 articles
Last Updated: May 27, 2026

Is there any restriction on the number of producer group members that can be added?

No, there is no limit on the number of members allowed in a producer...

Last Updated: May 27, 2026

Is the date of acceptance still needed? Do products need to be accepted?

No, the date of acceptance is not needed anymore. Products don´t need to be...

Last Updated: May 27, 2026

How does the CertifierOS work for option 3?

Similar to option 1, you’ll implement the same approach but will select reporting options...

Last Updated: May 27, 2026

Is uploading data (EXCEL, CSV, etc.) possible?

It is possible to manage producer master data and their sites/products. The upload sheet...

Last Updated: May 27, 2026

How is the decision-making possible, when some smart forms remain open?

Please follow the relevant accreditation rules and ensure that all smart forms (P&C &...

Last Updated: May 27, 2026

Do we follow the same process in the case of a PFA producer? (i.e., adding their information to the platform)

Yes, the same process as for IFA producers shall be followed.

Last Updated: May 27, 2026

De-registering a producer

The new IT platform does not provide a de‑registration function comparable to that available...

Last Updated: May 27, 2026

Registering a new producer

To find the related recordings, please search here for training videos 1 and 2....

Last Updated: May 27, 2026

Will each auditor have access to his/her audits only?

Yes, The Auditors who have only “Auditor” role assigned to their user account in...

Last Updated: October 19, 2026

How to use the smart form attribute mass entry feature in CertifierOS

Once the audit work order has been created and the relevant products have been...

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