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How to create certificate templates in CertifierOS

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CBs must upload their own certificate templates to CertifierOS for every Farm Assurance Product (FAP) they certify. Each FAP and certification option requires only one template upload.

To do so, please follow the instructions below:

The CB has to download the relevant certificate template from this GLOBALG.A.P. SharePoint folder.

See here, for example, the certificate template options available for IFA v6 SMART Plants:

Via right-click on the three dots, select 'Download' to your PC. In this example, we have chosen the template for IFA v6 SMART Plants Option 2:

After opening the template, you will see that you can only amend the highlighted parts:

Please add under <CB Logo> your CB's logo and under "<accreditation mark> No. of certification body: ${Organization.OrganizationId}" your accreditation mark, including the accreditation number. The latter shall be added only for the applicable FAPs. In case you are not yet accredited for a certain FAP, please delete the relevant icon. (After the accreditation is achieved, you can amend your template by repeating this process.)

Note: You can find the correct document version by searching the related P&Cs in the document centre. In this example, this would be the related document:

Note: The document version is not mandatory for every FAP. If the template does not include a <document version> field, the document version shall not be entered.

The final template would look like this:

Please note that for several FAPs, the templates are prepopulated.

Before proceeding to the next step, please add the signature of the authorising person.

Note: For producers and PGs that do not operate a PHU, separate templates must be used. These templates can be found in designated subfolders for each FAP, as seen in the first screenshot above.

Note: In some cases, some parts of the templates will appear corrupted, similar to the below:

This is caused by a missing font on your PC. You can find the font in this folder. Please install it on your PC to fix this issue.

Please select in CertifierOS: the gear icon at the bottom left-hand side -> Global -> Document templates:

Now select "+ Upload Template":

Name your certificate template by filling in the "ID" and "Name" fields in the pop-up. Both fields can have the same value, as demonstrated below. Please note that clear template names will allow easy access during certificate issuance. The field "ID" can be used in accordance with the CB's own procedures.

Under "Usage Context", please select "Certificate".

Under "Orzanization" select your CB.

NOTE: DO NOT switch on the "Global Template" toggle

Click on the blue "upload" field or drag and drop the template from your PC, load the document and press "Upload":

You will see that the template you just created will appear at the end of your list:

By clicking on the three dots, you can download, delete or edit your template.

If you wish to edit, you can amend the "Name" and, by clicking on the "x", you will be able to upload a new template to replace the previous one.

Please note that any template change does not affect previously issued certificates.

To use the templates, please follow the known certification process:

Select the applicable "Audit", "Status" and "Certificate Document Template". In this example, "IFA v6 SMART Plants - Option 2"

Then press "Generate":

To view the generated certificate, navigate to the Certificate section. In the 'Certificate Template' column, you can identify which certificates are already linked to a template.

Select the certificate you want to view, then click the three dots on the right side and choose 'View' from the menu:

On the next page, click on "View PDF" to download the PDF certificate.

If the certificate template needs to be updated—for example, if an incorrect template was selected or the CB logo has changed—you can do so by selecting the relevant certificate, clicking the three dots, and choosing 'Edit':

A pop-up window will appear showing the template currently in use:

Clicking on the current template field will open a drop-down menu displaying all templates created by the CB. From there, select the appropriate template and click to apply it:

Click 'Save Changes' to generate the updated certificate. You can then download it following the steps described earlier.

This is the test certificate issued based on the above process: