Frequently Asked Questions

You ask, we answer! Yup, here are all the questions we’ve been asked by customers and prospective customers – most often when trying to make a decision about audit/inspection management software. And, here are the answers – because we believe the best decision is an informed one!

Project Implementation

Yes, Certainty Software provides direct database access to its data using both OData and SQL connections. This feature allows users to efficiently retrieve and manipulate Certainty data directly from their preferred database management systems or analytics tools. With OData and SQL connections included, users can seamlessly integrate Certainty Software with their existing workflows and reporting processes. For more details on how to utilize these database connections, please refer to our documentation or reach out to our support team for assistance.

Yes, this can be done using the Certainty Project Data Upload Template which is an Excel spreadsheet that will be provided to you or you can download it here. Once we have this back from you, we will upload your data into your new or existing instance of Certainty. Download here.

Yes, with Certainty you can customize the look and feel of your instance. Its optional (some customers do, some don’t) but it does seem to help with user buy-in and participation. If you want to customize the interface of your instance, all we need is your company logo and corporate style guide for colors.

Yes, in fact, the Certainty app – for completing audits and inspection on your phone or device – is exceptionally easy-to-use and requires little or no training at all.

Training for your System Administrators can be provided online by one of our Customer Service team and typically only takes about an hour.

User Tutorials are available online and provide step-by-step instructions on all tools in the system. Also, for those that either missed initial training or want to learn more about the software, we regularly (monthly) provide ‘Best Practice Masterclasses’ that are free to attend and cover all aspects of the software on a rotating basis.

Yes, Certainty Software offers integration management services as part of its subscription packages. With annual management of established integrations, our team ensures seamless connectivity between Certainty Software and your existing systems. It’s important to note that setting up the initial integration may require additional Professional Services. Our experts are available to assist you in configuring the necessary integrations tailored to your specific requirements. For more information on integration management and setup, please reach out to our support team.

Yes, Certainty Software offers test instances to help users familiarize themselves with the platform and explore its features before committing to a full subscription. These test instances are fully functional and provide a comprehensive overview of how Certainty Software can streamline your compliance and risk management processes. To request a test instance, please contact our support team, and we’ll be happy to assist you in setting up a trial account tailored to your needs.

Certainty has been designed from the ground up as an enterprise-level solution and as such has a number of features and tools that allow your own System Administrators to customize and configure to meet your needs. The Administration tools allow for a wide range of customization/configuration including:

  • Adding sites and users
  • Creating Site Groups and User Groups
  • Defining user access and privileges
  • Creating, editing and duplicating checklists
  • Creating automatic corrective actions
  • Creating automatic email notifications
  • Adding languages and translations

Implementing Certainty is a 6 or 7-step process (depending on whether you want printable checklists or not) and all Corporate-level projects include five (5) hours of free professional services from us to make sure you are up and running quickly and easily. The initial set-up of your project on our servers is done by our team and is normally done in a day or two.

The process is straightforward and outlined in our Step-by-Step Guide which you can download here.

Yes, Single Sign-On (SSO) functionality is included with certain Certainty Software subscription plans.

Yes, the Certainty app can be used on any iOS (Apple) or Android smartphone, tablet or device.

With Certainty, you can submit checklist data using any browser, the Certainty app, Excel export – import, or by using printed, paper-based checklists completed by hand. Paper-based checklists can be sent into the system using the scan-to-email feature of any standard scanner and are automatically digitized with our optical character recognition (OCR) tool.

Printable checklists are all based on an OCR template configured to work with your instance of Certainty. A checklist template defines the layout of a printable checklist (e.g. size of the paper you want to use and the number of possible columns and rows on the checklist). You can create an unlimited number of printable checklists from a single OCR template.

The option to have printable checklists can be included in your project for a one-time fee of $2,500 which includes the configuration of one (1) checklist template.

Additional templates are $1,200 each.

Set up of a Certainty project is a 6 or 7-step process (depending on whether you want printable checklists or not) and all Corporate-level projects come with five (5) hours of free professional services from us to make sure you are up and running quickly and easily. The initial set-up of your project on our servers is done by our Customer Services team and is normally done in a day or two. The full implementation process is outlined in our Implementing Certainty Software: Step-by-Step Guide.

Spend Time On Prevention
Not Paperwork

Watch our overview video to see how your organization can benefit from Certainty.

Reduce Risk, Ensure
Compliance, and Improve
Performance