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ULwebCerts Tutorials

My Summary Tools – Detailed Overview

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.

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

My Summary – ULwebCert Files

• Click ‘ULwebCert Files’ • Select your company • All file numbers associated with your company will be visible in the ‘My Files’ pop-

up 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

My Summary – Active Certificates

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• 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

My Summary – Active Certificates

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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

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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

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• 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.

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

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)

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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 emailed copy, enter an email address in the ‘Email Id’ field and click

‘Send Email’

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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 877- 854-3577 ext. 40240 or NBKCollections@ul.com

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My Summary - Reports

• The ‘Reports’ tool under ‘My Summary’ allows you to generate:

• Invoice analysis reports

• Certificate Inventory Reports • Issuing • Monitoring

• Certificate of Compliance

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My Summary - Reports

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• 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 • Email Id – If you would like a copy of the report emailed

• Click ‘Generate Report’

My Summary – Issue New Certificate

You can also issue a new certificate from any Certificate pop-up box

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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’

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My Summary – Issue New Certificate

• Fill in the required information for ‘Basic Alarm Information’ • Click ‘Next Step Monitoring’

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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

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My Summary – Issue New Certificate

• Complete the ‘Additional Information’ tab • Click ‘Confirm Certificate Information’

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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’

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For any additional questions, please contact

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• Your UL Auditor, or • Your local Certificate Services Office

• USA – alarmcertificateservices@ul.com • Canada – trt.certificate@ul.com

THANK YOU.