Every certification in TrueGrade follows a structured state machine. This ensures certifications advance in the correct order, required checkpoints are completed, and the history of transitions is preserved for audit purposes.
| State | Description | Entry Condition |
|---|---|---|
| Pre-Certification | Application submitted to certifying body. Project number assigned. | Manual — created by user |
| Design Review | Rater reviewing drawings and energy model. | Pre-certification application attached and project number recorded |
| Construction QA | On-site inspections during construction phases. | Design approved by rater (or design review marked complete) |
| Testing | Blower door, duct leakage, and other performance tests. | All required CQA inspections marked complete |
| Final Review | Test results submitted to certifying body for final review. | All required tests recorded with passing results |
| Certified | Certification awarded. | Final certificate uploaded |
To advance to the next state, open the certification and click Advance Stage. TrueGrade validates that all required items for the current stage are complete before allowing advancement:
You cannot skip stages. If a certification needs to reflect a non-standard process (e.g., a program that combines design review and construction QA), contact support to configure an exemption.
A certification can be marked Blocked when an external dependency is preventing progress (e.g., waiting on a rater to return test results, owner change order affecting the energy model). When blocked:
To unblock, resolve the issue, update the note, and click Unblock. The certification returns to its previous active state.
Every state transition is recorded in the certification’s history log with:
The history log is read-only and cannot be modified or deleted.