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Certification Records Manager

Default Super Admin: admin / admin123 (change it after first login)

Certification Records Manager

Certification Records โ€ข BA Management โ€ข Monthly Reports

Total Records

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Total Price

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Total Balance / Extra

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Total BAs

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Add Certification Record

๐Ÿ”Ž Search & Filter Records

Certification Records

S. NOBA NAMECOMPANY NAMECERTIFICATION DATEC.BSTANDARDPRICEBALANCE / EXTRARECD. AMT. DETAILACTION
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Add BA

BAs you add here belong to you (and the Super Admin). Your records can only use your own BAs.

BA List

โš™๏ธ BA Form Fields (Super Admin only)

Decide which fields the Add BA form has: rename them, hide them, make them compulsory, or add your own (GSTIN, PAN, Bank A/cโ€ฆ). Saved changes go live for everyone within a few seconds. BA Name and Status are always shown. Data already saved is never deleted.

Standard fields

FIELD NAME SHOWNHINT TEXTSHOWREQUIRED

โž• Extra fields you add

FIELD NAMETYPEDROPDOWN CHOICESHINT TEXTSHOWREQUIREDORDER / REMOVE

Add User

๐Ÿ” Only the Super Admin can create, edit, deactivate or delete application users. When editing, leave Password blank to keep the current one.
Super Admin always has every section. User Management, Form Settings, Backup / Restore and Audit Log are administrative โ€“ give them only to people you fully trust. Changes take effect immediately on the server and appear in the user's screen within seconds.

User List

S. NOFULL NAMEUSERNAMEROLESTATUSSECTION ACCESSACTION

Monthly Report

Monthly Records

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Monthly Price

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Monthly Balance / Extra

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Active BAs

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BA-Wise Monthly Summary

S. NOBA NAMECOMPANIESTOTAL PRICETOTAL BALANCE / EXTRA

Standard-Wise Monthly Summary

S. NOSTANDARDRECORDSTOTAL PRICE

Monthly Company Details

S. NOBA NAMECOMPANY NAMEDATESTANDARDPRICEBALANCE / EXTRARECEIVED DETAIL
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๐Ÿ•ต๏ธ Audit Log

Read-only history of logins and every add / edit / delete. Entries cannot be changed or deleted from the app.

Activity

S. NODATE & TIMEUSERACTIONTYPESUMMARYCHANGES (OLD โ†’ NEW)IP

โš™๏ธ Record Form Settings

Change the โ€œAdd Certification Recordโ€ form here. Your changes stay private as a draft until you press Publish to Everyone. Existing records are never changed.

Standards (dropdown choices)

C.B choices (optional)

Leave empty to keep C.B as a free-text box. Add names here to turn it into a dropdown.

Form fields

Rename a field, change its hint text, hide it, or make it compulsory. Company Name and Certification Date are always shown and required.

FIELD NAME SHOWNHINT TEXTSHOWREQUIRED

โž• Extra fields you add

Need something the form doesn't have (GST No., Auditor name, Renewal Dateโ€ฆ)? Add it here. New fields appear at the end of the form, as columns in the records table and monthly details, and in Excel exports/backups.

FIELD NAMETYPEDROPDOWN CHOICESHINT TEXTSHOWREQUIREDORDER / REMOVE

Backup

Records are downloaded as CSV (streamed from the server, any number of records; an Excel sheet cannot hold more than 10,48,576 rows). BAs and users (without passwords) go into a small Excel file.

Restore From Excel

Restored users (new usernames only) get the temporary password ChangeMe@123. Existing users are never overwritten.

Restore the BAs & Users Excel first, then the Records CSV. Files up to a few lakh rows can be restored here; for crores of rows use import_csv.php on the server (see its header).