Frequently Asked Question

If you backdate a certificate (e.g., to 2024), the system automatically schedules its required Surveillance audits.

Edit the Certificate Number to reflect the past year (e.g., change -26 to -25). Go to "Admin Master Editor". Locate the legacy application and click Edit to verify the data. Navigate to the "Certificates" tab within the Master Editor. Click the yellow "Edit" button (calendar icon) next to the legacy certificate. Update the Issue Date and Expiry Date. (Note: Date format must be Month/Date/Year, e.g., 04/20/2025 to 04/19/2028, to comply with IAF CERT Database requirements).

Crucial Step: Ensure the "Shift Surveillance Dates" toggle is turned ON. This forces the App to immediately calculate and schedule the upcoming surveillance audits based on your backdated timeline.

You may also set the Certificate Status (Active, Suspended, Withdrawn, Expired).