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Tracking a certificate means keeping an eye on a single unit’s inspection result and certificate expiration so you can act before it lapses. Use this article to find a unit and read its certificate status.
Compliance is available to the consultant role.

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Find the unit

Open Compliance from the main navigation and locate the unit in the table. You can sort by Certificate Expiration to bring the soonest-expiring certificates to the top, or filter the table to narrow to a property, service provider, or certificate status.

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Read certificate status in the table

For each unit, the table shows:
  • Inspection Status — a Passed chip (green) or Expired chip (red) from the latest inspection. A dash (-) means no status is on file yet.
  • Certificate Expiration — the date the current certificate expires.
  • Last CAT1 Test and Last CAT5 Test — the dates of the unit’s most recent category-1 and category-5 tests.

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Open the unit for full detail

Select the unit’s name to open its compliance panel. The panel header shows the property, portfolio, and license number, and the panel body shows:
1

Certificate

A Download link to the certificate document, or Upload Certificate if none is on file. See Upload a certificate.
2

Certificate Expiration Date

The full expiration date, for example “March 1, 2026.”
3

Inspection Status

The current inspection result as a chip.
4

Jurisdiction

The authority governing the unit, or “N/A” if none is recorded.
5

Last CAT-1 and Last CAT-5

The dates of the most recent category-1 and category-5 tests.
When a certificate is expiring or already expired, upload the renewed certificate from the same panel so the unit’s status updates. See Upload a certificate.