ULwebCerts Tutorials. My Summary Tools Detailed Overview

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1 ULwebCerts Tutorials My Summary Tools Detailed Overview UL and the UL logo are trademarks of UL LLC 2016

2 The My Summary' Panel The purpose of this tutorial is to expand upon the introduction to the ULwebCerts tools This tutorial provides detailed information on each of the individual tools within the My Summary panel, and how each tool can help you to navigateulwebcerts.

3 My 'Summary' Panel - Tools ULwebCerts' My Summary panel can be used to: View your ULwebCerts Files Search active certificates Locate/renew expiring certificates View saved draft requests View/reissue expired or cancelled certificates Retrieve your Certificate of Compliance Generate reports: InvoiceAnalysis Certificate Inventory Monitoring or Issuing Issue a new Certificate

4 My Summary ULwebCert Files Click ULwebCert Files Select your company All file numbers associated with your company will be visible in the My Files popup box The My Files pop-up box also displays the following information: Alarm Type CCN The number of Certificates Provides a link to issue a new certificate

5 My Summary Active Certificates The Active Certificates tool allows you to manage your active Certificates To utilize the Active Certificates tool: Click Active Certificates under My Summary Choose your company Choose the appropriate service center to search active Certificates Choose the file number Select the Certificate you would like to view See next page for screenshot images 5

6 My Summary Active Certificates 6

7 My Summary Active Certificates Once you have located the desired certificate, you can: Replace the certificate Correct any mistakes on the certificate Cancel the certificate View specific details of the certificate, or Reprint the certificate You can narrow your search results by selecting the filter icon 7

8 My Summary Certificates Expiring In 60 Days This tool will show you a list of expiring certificates for a specific service center and file number. To view a list of expiring certificates: Select Certificates Expiring Within 60 Days Select your Company Select the Service Center Select the File Number Expiring Certificates will be listed in the pop-up box Continued on the next slide 8

9 Once you have accessed the list of expiring certificates, you have the option to: Replace the Certificate Cancel the Certificate View Details of the Certificate Reprint the Certificate You can also export a complete list of the expiring Certificates to Excel by clicking Export to Excel in the upper right hand corner of the pop-up box.

10 My Summary Open Draft Requests All certificate requests that were saved, but not completed, can be found in Open Draft Requests If you are issuing a National Industrial Certificate, you can access and print the required signature page from My Open Draft Requests To complete a draft select the desired file number from the draft request list Select the draft request you wish to complete Complete draft 10

11 My Summary - Expired and Cancelled Certificates Expired and Cancelled Certificates is where you can locate and reissue any certificate that is no longer active To locate expired/cancelled certificates: My Summary >> Choose your company >> Choose the service center >> Select the file number You can narrow your results by using the filter button in the top right corner (see picture) 11

12 My Summary Certificate of Compliance To access your Certificate of Compliance: My Summary >> My Certificate of Compliance Fill out the required fields (highlighted in picture below) Click Generate COC(PDF) For an ed copy, enter an address in the Id field and click Send 12

13 Problems Accessing Your Certificate of Compliance If you do not see My Certificates of Compliance and Certificate of Compliance under My Summary : VS. *NOTE: Certificates of Compliance are inaccessible until your annual invoice has been paid in full. To pay your annual invoice, please contact customer service at ext or NBKCollections@ul.com 13

14 My Summary - Reports The Reports tool under My Summary allows you to generate: Invoice analysis reports Certificate Inventory Reports Issuing Monitoring Certificate of Compliance 14

15 My Summary - Reports The format is the same for both Issuing Inventory Reports and Monitoring Inventory Reports Select the report you would like to generate (Issuing or Monitoring) Enter the required information File No. SCN No Id If you would like a copy of the report ed Click Generate Report 15

16 My Summary Issue New Certificate You can also issue a new certificate from any Certificate pop-up box 16

17 My Summary Issue New Certificate To issue a new certificate: Select Issue New Certificate Fill out the required fields (marked with an Asterisk) Click Next Step Basic Alarm Information 17

18 My Summary Issue New Certificate Fill in the required information for Basic Alarm Information Click Next Step Monitoring 18

19 My Summary Issue A New Certificate Complete the Monitoring section of the form NOTE: This example pertains to a central station burglary certificate. The forms will vary based on the CCN of the certificate 19

20 My Summary Issue New Certificate Complete the Additional Information tab Click Confirm Certificate Information 20

21 My Summary Issue New Certificate Verify that all the information on the certificate is correct If the Information is correct, Click Yes, Issue New Certificate If the information is NOT correct, Click No, Go Back and Make Changes 21

22 For any additional questions, please contact Your UL Auditor, or Your local Certificate Services Office USA Canada 2 2

23 THANK YOU.