Can I add or edit a certificate straight from here?
Using the Dashboard
Yes, you can add and edit certificates directly from the dashboard using quick actions or by clicking on existing certificates for instant updates.
Adding New Certificates
Quick Actions Sidebar
The fastest way to add a new certificate without leaving the dashboard:
- Click "Add Certificate" in the quick actions panel
- Opens the upload form directly from your dashboard
- No navigation required - stay in your workflow
- Returns to dashboard after saving with updated stats
Editing Existing Certificates
From Upcoming Expirations
- Click on any certificate in the "Upcoming Expirations" list
- Opens the edit form for that specific certificate
- Make changes to dates, details, or documents
- Dashboard updates automatically after saving
Click-to-Edit
- Direct access from dashboard elements
- No need to search through lists
- Contextual editing - see exactly what needs updating
- Quick corrections and date adjustments
Seamless Dashboard Workflow
1
Spot the Issue
See amber or red certificates that need attention
2
Click to Edit
Click directly on the certificate or use quick actions
3
See Updates
Dashboard refreshes with new information instantly
Quick Actions Location
Right-Hand Sidebar
The quick actions panel is positioned for easy access:
- Always visible: Sidebar stays in view as you scroll
- "Add Certificate" button: One-click access to upload form
- "Add Property" button: Create new properties instantly
- "View All" links: Jump to detailed lists when needed
Editing from Upcoming Expirations
| Certificate | Property | Status Badge | Action |
|---|---|---|---|
| Gas Safety Certificate | 123 Main Street | 15 days left | |
| EICR Certificate | 456 Oak Avenue | Expired 3 days ago |
Instant Dashboard Updates
Live Refresh
Changes appear immediately after saving:
- Stat cards update: Valid/expiring/expired counts refresh
- Colour badges change: Status colours update automatically
- Compliance overview adjusts: Portfolio health percentage recalculates
- Upcoming expirations reorder: List sorts by urgency
Maximum Efficiency
Dashboard editing keeps you in the flow. Spot an issue, click to fix it, see the results immediately. No navigation between pages, no losing your place - everything happens where you can see the bigger picture of your portfolio's compliance status.