Review certification and renewal work

Review the queue

1. Open Certifications. Separate New certification intakes from Renewals and exceptions.
2. In New certification intakes, review the applicant row and its Submitted copy document downloads. This table is an intake list, not an approval button. Do not treat receipt of an application as certification approval.
3. For a renewal, choose Review or Open for the business. Confirm the business and submitted package.
4. Inspect the renewal documents and contact or business changes. Enter a clear decision note.
5. Choose Request information when evidence is missing, or Approve renewal only when the review is complete. Wait for confirmation before closing.

Record a status decision

1. Open the business record and find Certification status and resolution.
2. Choose Status. For Current, enter New expiration date. Complete Required internal decision reason.
3. Review Message to business and the checkbox Send this notice to the Vendor Portal when the status changes. Leave the checkbox unchecked if a notice is not intended.
4. For Current, choose Make Current and save. For another status, choose Save status and notice. Wait for confirmation, then verify the status and expiration shown on the business record.

Interpret expiration correctly

Current and Renewal due are not permanent labels. Once the expiration date has passed, the effective display can become Expired. Suspension and revocation remain distinct decisions. Certification status, public visibility, and portal-account status are separate.