{"versionId":"27646cb5-1f08-45a4-bb52-08de96ac93f6","articleId":"55951ecd-d8f3-4f8b-cedb-08db1faac8d8","title":"Certificates in EVA Check-in","tags":["Certificates","check-in","All articles"],"content":"<html><head></head><body><p>Certificates in EVA Check-in help you reuse valid information that has already been collected. This can make check-in and pre-arrival faster for returning visitors, contractors, and workers.</p>\n<p>EVA supports two types of certificates:</p>\n<ul>\n<li><strong>Process certificates</strong>, which are created from a check-in or pre-arrival process</li>\n<li><strong>Manual certificates</strong>, which are added by an admin to record something completed outside EVA - e.g. a training course</li>\n</ul>\n<div class=\"mce-toc\">\n<h2>In this article</h2>\n<ul>\n<li><a href=\"#mcetoc_1jlqlgualmv\">What certificates do</a></li>\n<li><a href=\"#mcetoc_1jlqlgualn0\">Types of certificates</a>\n<ul>\n<li><a href=\"#mcetoc_1jlqlgualn1\">Process certificates</a></li>\n<li><a href=\"#mcetoc_1jlqlgualn2\">Manual certificates</a></li>\n</ul>\n</li>\n<li><a href=\"#mcetoc_1jlqlgualn3\">When certificates are used</a></li>\n<li><a href=\"#mcetoc_1jlqlgualn4\">Renewing certificates</a></li>\n<li><a href=\"#mcetoc_1jlqlgualn5\">Next steps</a></li>\n</ul>\n</div>\n<h2 id=\"mcetoc_1jlqlgualmv\">What certificates do</h2>\n<p>Certificates allow EVA to recognise that a person has already completed specific steps or provided specific answers.</p>\n<p>This can help you:</p>\n<ul>\n<li>reduce repeat questions for returning people</li>\n<li>record training, inductions, or other requirements</li>\n<li>track when a certificate is current or expired</li>\n</ul>\n<p>A valid certificate can also allow EVA to skip check-in steps that have already been completed.</p>\n<h2 id=\"mcetoc_1jlqlgualn0\">Types of certificates</h2>\n<h3 id=\"mcetoc_1jlqlgualn1\">Process certificates</h3>\n<p>A process certificate is created automatically when a person completes the relevant part of a check-in or pre-arrival process.</p>\n<p>Use a process certificate when you want EVA to:</p>\n<ul>\n<li>collect answers as part of a workflow</li>\n<li>remember those answers for future visits</li>\n<li>apply an expiry date</li>\n<li>support certificate renewal where configured</li>\n</ul>\n<h3 id=\"mcetoc_1jlqlgualn2\">Manual certificates</h3>\n<p>A manual certificate is added by an admin. It is used to record something completed outside EVA, such as an in-person induction or a training course.</p>\n<p>Use a manual certificate when you want to keep a record in EVA without requiring the person to complete that step through an EVA workflow.</p>\n<h2 id=\"mcetoc_1jlqlgualn3\">When certificates are used</h2>\n<p>Certificates can apply to one site or across multiple sites, depending on how they are set up.</p>\n<p>If a person already has a valid certificate, EVA may use that certificate to avoid asking the same questions again.</p>\n<h2 id=\"mcetoc_1jlqlgualn4\">Renewing certificates</h2>\n<p>Some process certificates can be renewed when they are close to expiry or have expired.</p>\n<p>When a certificate is renewed, EVA creates a new certificate record rather than updating the previous one. This means you may see more than one certificate for the same person over time, such as:</p>\n<ul>\n<li>an older expired certificate</li>\n<li>a newer current certificate</li>\n</ul>\n<p>Visitor self-renewal applies to&nbsp;<strong>process certificates</strong>&nbsp;when renewal has been configured.</p>\n<p>Manual certificates do not support visitor self-renewal.</p>\n<h2 id=\"mcetoc_1jlqlgualn5\">Next steps</h2>\n<p>Use the guides below for the task you want to complete:</p>\n<ul>\n<li><a href=\"https://help.evacheckin.com/article/manage-certificates-and-renewals-as-an-admin\" target=\"_blank\" rel=\"noopener\">Manage certificates and renewals: admin guide</a></li>\n<li><a href=\"https://help.evacheckin.com/article/renew-certificates-as-a-visitor\" target=\"_blank\" rel=\"noopener\">Certificate renewal: visitor guide</a></li>\n<li><a href=\"https://help.evacheckin.com/article/visitor-profiles\" target=\"_blank\" rel=\"noopener\">Visitor profiles</a></li>\n<li><a href=\"https://help.evacheckin.com/article/custom-processes\" target=\"_blank\" rel=\"noopener\">Check-in processes</a></li>\n<li><a href=\"https://help.evacheckin.com/article/pre-registration\" target=\"_blank\" rel=\"noopener\">Pre-registration processes</a></li>\n</ul>\n<p>&nbsp;</p></body></html>","description":"Understand certificate types, expiry, and renewals in EVA Check-in.","isMarkdown":false,"publishedOnUtc":"2026-04-10T04:45:39.4807842","modifiedOnUtc":"2023-03-13T03:21:00.3341113"}