Certificate Types

Program #: 1653

Module: Utilities

Overview

Use Certificate Types (program #1653) to define certificate types and styles for use in the Certificates tab of Data Entry (program #559), where you can attach certificates to CIDs.

Navigating to Certificate Types

Use the following steps to access the Certificate Types program:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "1653" and press ENTER.

w The Certificate Types window opens.

The Certificate Types Window

The following graphic shows Certificate Types as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Certificate Types.

Field/Column	Description
Certificate Type	Abbreviation for the selected certificate type.
Dealer	Dealer assigned to the selected certificate type.
Description	Text description of the selected certificate type.

Creating a Certificate Type

Use the following steps to create a certificate type:

1. Choose New Record.

w The fields in the lower pane open for changes.

2. Enter details for the certificate type.

3. Choose Save.

w The new certificate type appears in the list in the upper pane.

Changing a Certificate Type

You can change details of an existing certificate type.

Use the following steps to change a certificate type.

1. From the upper pane, select the certificate type you want to change by double-clicking or choosing Get Record.

w The certificate type details appear in the lower pane.

2. Choose Change Record.

w The Description and Dealer fields open for changes.

3. Change details as necessary.

4. Choose Save.

Deleting a Certificate Type

Use the following steps to delete a certificate type:

1. Select the certificate type you want to delete.

2. Choose Delete Record.

w The certificate type no longer appears in the list of profiles.

Restoring a Deleted Certificate Type

Use the following steps to restore a deleted certificate type:

1. Choose Select Record to Undelete.

w The Undelete window appears.

2. In the Undelete window, find the certificate type you want to restore and double-click it, or choose [ENTER].

w SBN restores the certificate type to the list in the upper pane.

Zooming into the Sublevel

Certificate Types contains a sublevel in which you may attach styles that determine the layout of certificate types.

The Styles Tab

The following graphic shows the Styles tab. The Styles tab displays previously defined styles for the selected certificate type.

Field/Column Descriptions

The following table describes the fields and columns used in the Styles tab.

Field/Column	Description
Style	Style associated with the selected certificate type.
Revision	Style revision text description. The text in this field appears in the Endorse 2 Reference field of the Certificates tab in program #559 when you select this style for a certificate.
Endorse 1	When this check box is selected, SBN displays an Endorse 1 check box on certificates of the selected style in the Certificates tab of program #559.
Endorse 1 Ref	Indicates whether the Endorse 1 Reference field appears on certificates of the selected style in the Certificates tab of program #559. Leave this field blank if you do not want the Endorse 1 Reference field to appear on the certificate. Enter an X to make the Endorse 1 Reference field available on the certificate. Enter a + to require an entry in the Endorse 1 Reference field on the certificate.
Endorse 2	When this check box is selected, SBN displays an Endorse 2 check box on certificates of the selected style in the Certificates tab of program #559.
Endorse 2 Ref	Indicates whether the Endorse 2 Reference field appears on certificates of the selected style in the Certificates tab of program #559. Leave this field blank if you do not want the Endorse 2 Reference field to appear on the certificate. Enter an X to make the Endorse 2 Reference field available on the certificate. Enter a + to require an entry in the Endorse 2 Reference field on the certificate.
Endorse 3	When this check box is selected, SBN displays an Endorse 3 check box on certificates of the selected style in the Certificates tab of program #559.
Endorse 3 Ref	Indicates whether the Endorse 3 Reference field appears on certificates of the selected style in the Certificates tab of program #559. Leave this field blank if you do not want the Endorse 3 Reference field to appear on the certificate. Enter an X to make the Endorse 3 Reference field available on the certificate. Enter a + to require an entry in the Endorse 3 Reference field on the certificate.
Endorse 4	When this check box is selected, SBN displays an Endorse 4 check box on certificates of the selected style in the Certificates tab of program #559.
Endorse 4 Ref	Indicates whether the Endorse 4 Reference field appears on certificates of the selected style in the Certificates tab of program #559. Leave this field blank if you do not want the Endorse 4 Reference field to appear on the certificate. Enter an X to make the Endorse 4 Reference field available on the certificate. Enter a + to require an entry in the Endorse 4 Reference field on the certificate.
Endorse 5	When this check box is selected, SBN displays an Endorse 5 check box on certificates of the selected style in the Certificates tab of program #559.
Endorse 5 Ref	Indicates whether the Endorse 5 Reference field appears on certificates of the selected style in the Certificates tab of program #559. Leave this field blank if you do not want the Endorse 5 Reference field to appear on the certificate. Enter an X to make the Endorse 5 Reference field available on the certificate. Enter a + to require an entry in the Endorse 5 Reference field on the certificate.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+f1	1653/ 1	View details of selected record.
	Change Record	f2	1653/ 2	Change selected record.
	New Record	f3	1653/ 3	Create new record.
	Delete Record	shift+f10	1653/ 4	Delete selected record.
	Select Record to Undelete	alt+f10	1653/ 5	Restore deleted record.
	Previous Record	f4	1653/ 1	View details of previous record.
	Next Record	f5	1653/ 1	View details of next record.
	Zoom In/Out of Sublevel	F10	1653/10	Access sublevel tab.
Styles Tab
	Get Record	alt+f1	1653/11	View details of selected style.
	Change Record	f2	1653/12	Change selected style record.
	New Record	f3	1653/13	Create new style record.
	Delete Record	shift+f10	1653/14	Delete selected style record.
	Previous Record	f4	1653/11	View details of previous style record.
	Next Record	f5	1653/11	View details of next style record.