Watch the overview
About 2 minutes. A narrated explainer; the transcript is below. The written guide includes additional detail.
Read the video text
- 0:00Harbour Roads Training has a new uploader who cannot find the next step. This lesson uses the page guide, terminology and service information to narrow the problem.
- 0:09The guide explains the survey-to-certificate workflow and links to pages available to your account. It is a useful starting point when the menu terminology is unfamiliar.
- 0:20A submission is a file and its record. A check template defines the expected format and checks. A certificate records an authorised decision; these terms are not interchangeable.
- 0:31Our sample has been uploaded but has not completed review. Use the guide to identify the processing, review, co-sign and final-approval steps still ahead.
- 0:41Articles and videos provide practical walkthroughs. File-format documentation provides more technical detail. Public verification checks a certificate's current record.
- 0:51A service-status page can indicate whether services respond. It does not prove that your account has permission to view a particular survey.
- 0:59If a colleague sees a page that you do not, compare permissions and organisation status with an administrator. Re-uploading a file will not grant the missing access.
- 1:09Record the page, file or job identifier, the exact visible error and the action attempted. Share only the information needed to investigate, without passwords or connection keys.
- 1:21Pause here. Decide where to investigate a template question, a permission problem, a failed processing job and a certificate-status question.
Find the right kind of help
Harbour Roads Training has a new uploader who cannot find the next step. This lesson uses the page guide, terminology and service information to narrow the problem. The guide explains the survey-to-certificate workflow and links to pages available to your account. It is a useful starting point when the menu terminology is unfamiliar.
Look up the term
A submission is a file and its record. A check template defines the expected format and checks. A certificate records an authorised decision; these terms are not interchangeable. Our sample has been uploaded but has not completed review. Use the guide to identify the processing, review, co-sign and final-approval steps still ahead.
Choose the right resource
Articles and videos provide practical walkthroughs. File-format documentation provides more technical detail. Public verification checks a certificate's current record. A service-status page can indicate whether services respond. It does not prove that your account has permission to view a particular survey.
Example: a missing page
If a colleague sees a page that you do not, compare permissions and organisation status with an administrator. Re-uploading a file will not grant the missing access. Record the page, file or job identifier, the exact visible error and the action attempted. Share only the information needed to investigate, without passwords or connection keys.
Use the evidence relevant to the question
Start with the selected check template when the question concerns field format. Start with the actual finding when it concerns a failed check. Use certificate verification for a certificate-state question and an authorised administrator for missing access.
For a processing problem, retain the file or job reference and the exact visible message. Inspect the existing attempt before creating another upload. Supply the context needed to investigate, while keeping real client data and credentials out of public articles or training examples.
Practise and check your interpretation
Pause here. Decide where to investigate a template question, a permission problem, a failed processing job and a certificate-status question.
Use Check templates and technical documentation for file-format questions; the organisation administrator for missing access; the existing file/job record for processing failures; and public verification for certificate status. A useful support query includes the page, file/job reference, exact visible error and attempted action, without secrets or unnecessary personal data.
Use the signed-in onboarding library to record viewing progress and return to unfinished lessons. Watching the public article is useful for reference, but does not update your account’s lesson completion record.
Sources and scope
This guide describes the platform workflow; it does not establish a requirement of a TMH manual. Platform review and certification are described in the product documentation.