Cases in CertnCentric are ordered and sorted by groups. Groups are also used in organizing billing information by assigning each group to a billing profile. Learn more about groups in this article.

View cases for a specific group

Select Groups from the main navigation of CertnCentric, then select a group from the list to view its cases. You can also select a group from the Favourites section of the main navigation. 

Cases are sorted into Active, Review, and Done on the group page. You can sort and filter cases using the dropdown filter options at the top of your case list.

• Active: Includes all cases except those which have had a decision selected, been cancelled, or which could not be delivered to the applicant’s email.  
• Review: Includes active cases without a decision selected and who’s case score is either Complete: Review or Complete: Clear.  
• Done: Includes all non-active cases.

Manage your groups

Create, edit, deactivate, or reactivate groups in CertnCentric. 

Create a group

Create a new group following the steps below. 

1. Select Groups from CertnCentric's main navigation. 
2. Select the New group button. 
3. Enter the group’s details. 
4. Select Next step. 
5. Use the Select members dropdown menu to select which users should be added to the group, then select Add in the dropdown menu. 
6. Select Complete group. 

Edit a group

A group’s general information and group membership are both edited in CertnCentric. 

Edit group information

1. Select Groups from CertnCentric's main navigation. 
2. Select the ellipses () next to the group you want to edit and select View details. 
3. Edit the group’s information and select Save when complete. 

Edit group membership

1. Select Groups from CertnCentric's main navigation.
2. Select the ellipses () next to the group you want to edit and select View details. 
3. Select the Members tab.
4. Add a new user to the group by selecting the Select members dropdown menu. 
5. Select users you want to add from the list and select Add.
6. Remove a user from a group by selecting Remove next to the user’s name and email.

Active and deactivated groups

A group’s status is automatically set to Active when it’s created. You can select an active group of which you are a member when creating an order. 

A group’s status can be changed to Deactivated, which will remove it as an option when creating an order. A deactivated group will not be removed from cases with which it’s already associated and will still appear as a filter option where applicable. 

To change a group’s status: 

1. Select Groups from the main navigation of CertnCentric. 
2. Select the ellipses () next to the group you want to edit, then select either Reactivate or Deactivate.
3.  Confirm your decision by selecting either Deactivate group or Reactivate group in the modal that appears. 

Manage group billing details

Each group must be assigned to a billing profile. Billing profiles may have multiple groups assigned to them, but a group cannot be assigned to more than one billing profile. This allows clients to set up case management and billing for their organization in the way that best suits their business needs. To learn more, see our Billing profiles, invoices, and payments help article. 

You can change the billing profile to which a group is assigned by editing a group’s information.