Certification State Machine
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.
States
State Descriptions
| 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 |
Advancing a Certification
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:
- Pre-Certification → Design Review: requires project number and application document
- Design Review → Construction QA: requires rater approval notation
- Construction QA → Testing: requires all scheduled inspections to be marked complete
- Testing → Final Review: requires all required test results to be entered and passing
- Final Review → Certified: requires final certificate upload
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.
Blocking and Unblocking
A certification can be marked Blocked when an external dependency is preventing progress (e.g., waiting on a rater to return test results, a project-owner change order affecting the energy model). When blocked:
- The certification shows a yellow “Blocked” badge on the project dashboard
- A required note explains what is blocking progress
- Progress notifications are suppressed
To unblock, resolve the issue, update the note, and click Unblock. The certification returns to its previous active state.
History Log
Every state transition is recorded in the certification’s history log with:
- Transition (from → to)
- User who triggered it
- Timestamp
- Optional note
The history log is read-only and cannot be modified or deleted.