In case a work order needs to be amended to adapt to a change for additional Audit Product Category (e.g. to add Flowers & Ornamentals to existing Fruit & Vegetables Product Category) the Certification Body can add additional Audit Product Category through the Certificate Modification or Recertification process.
Scenario 1: Modification or Recertification process was not initiated – the latest Certificate has Recertify and Modify buttons active
In this scenario, neither Modification nor Recertification has been initiated from the currently valid Certificate, and both options remain available.
Regardless of which process is used, complete the following steps to add additional Audit Products Category:
- Open the Work Order which was used to issue lates Certificate
- Change the Work Order status from “Closed” to “Open.
- In the Work Order details, select the Edit (pencil) icon, add additional Audit Product Category (Example: Category was only Fruit & Vegetables and you will add Flowers & Ornamentals). Click “Save.”
- Change the Work Order status back to “Closed.”
- Initiate the applicable process: Recertification or Modification of the Certificate. The system copies the updated Work Order Product Category to the new work order and creates the corresponding Smartform.
Important: After the new Recertification or Modification work order has been created, return to the previous work order and restore the original Audit Product Type (only F&V) to keep the Previous Work Order details accurate.
- Change the original Work Order status to “Open.”
- Edit the Work Order details and change the Product type back to the original Product Category – only F&V for example.
- Save the changes and change the work order status back to “Closed.”
- Continue working with the newly created Recertification or Modification Work Order.
- Complete the required data entry and issue the new or updated Certificate.
Scenario 2: The latest Certificate has inactive Recertify and Modify buttons – New Work Order has been created
In this scenario, Recertification or Modification has already been initiated from the most recent Certificate, and the system has created a new Recertification or Modification Work Order.
Regardless of the process initiated, complete the following steps to add additional Audit Product Category:
- Open the Work Order created through the Recertification or Modification process.
In the Work Order details, add additional Audit Product Category and select “Save.”
The system will not automatically update the existing Smartform list when the Product Category is changed in the Work Order details. - Complete and submit all Smartforms and then change the Work Order status to “Closed.”
- Issue the new new Certificate.
Note: The newly issued Certificate will still be based on previous Audit Product Category details because the system did not update the information after the Product Category was changed.
- Initiate a new Modification from the newly issued Certificate to create a new Modification Work Order. The system will then assign additional Product Category Smartform for the selected Category in the previous Recertification or Modification Work Order.
- Complete the Audit and issue the correct Certificate.