Create, edit and delete packages and certificates

Create package 

To create a package:

• open the Work item you want to add the package to
• select + Create.

A new screen opens which shows your new package and allows you to edit it.

Edit a new or existing package

Add a certificate to a package

To add a certificate to a package either:

• select the + beside the certificate’s name – this adds the certificate to the Package certificates column
• or select the certificate from the right-hand column: click anywhere on it, hold your mouse button down, and drag the certificate into the left-hand Package certificates column. 

Re-order certificates within a package

To reorder certificates:

• click anywhere on the certificate
• hold your mouse button down and drag the certificate to the desired position in the list.

Delete a certificate from a package

• Hover over the certificate you want to delete. 
• An x will appear on the certificate’s right-hand side.

• Select the x to delete the certificate.

  

The certificate will disappear from Package certificates.

Rename a package

By default new packages are given a number as their name, e.g. Package 1. Each new package you create is assigned the next number in sequence. 

To rename a package:

• select the package in the left-hand side of the screen
• select Edit package at the bottom of the right-hand side of the screen
• an Edit package pop-up box opens.  

You can change the package’s name by typing over the current name (a). 

Once you’ve changed its name, select Close. This saves and closes the package.

Delete a package 

To delete a package:

• select the package in the left-hand side of the screen
• select Delete package at the bottom of the screen. 

A Delete package pop-up box opens.

Select Delete if you’re sure you want to delete it. Otherwise select Cancel.

Edit a certificate

Edit text and date fields on a certificate

You can edit text and date fields on an uncertified certificate. 

• Select Edit beside the text field you want to edit. 

• A pop-up box appears. You can amend or delete the contents, and add new text.

• Select Enter or select out-side the pop-up box to save your changes.

Changes will appear on the certificate and in the certificate preview.
 

Change date on a certificate

• Select change date.

You can either:

• select the  date field and change the date manually
• or select the date picker – at the bottom right. 

A calendar opens.

• Select Today – or navigate to and select the date you want. 

If you selected Today, the certificate will display today's date (example for 27/03/2024).

Certify a certificate

• Select the package the certificate belongs to.
• If the certificate isn’t already open, select the certificate on the right-hand side of the screen to open it. 

• Select Certifiy certificate

The certificate will now show as Certified.