Online Self Certification Process

Throughout 2020 we launched a new platform and moved our annual Self Certification process online.

Please note that the 2020 Code has been updated to a 'principals based' version, resulting in many of the sections being moved and updated. 

Please find below details of the Process / how the new Platform works, along with Instructions for Users.

If you have any problems in accessing this, please contact Eve or Clare by emailing code@aref.org.uk.

Process: 

  • Each fund has been allocated two contacts (please refer to your email for details of who these are for your Fund):
    • Main Contact for Self Assessment / Assessor- this is the person who can log-in and access the new Platform, this person answers the questions, indicates if each section is complying and uploads evidence.   Once the questions are all answered, the person 'Submits to the Fund Approver'. 
    • Fund Approver - this is the person who usually signs off on your Self Certification Forms/Templates (likely to be the Fund Manager).  The Fund Approver logs-in, checks they're happy with all the answers, selects Minimum/Best/Not Applicable for each section and then 'Submits to AREF'.

Instructions for 'Main Contact/Assessor':

Please find below some step-by-step instructions on how to access the new Platform:

  1. Open up the AREF website and go to 'Log-in'(if you have forgotten your password you can change this here).
    NB:  We recommend users use Google Chrome or Firefox to work on the self-certification process (Internet Explorer causes issues unfortunately)
  2. To Enter the new system, click the blue button below (this blue button can also be found on the main Code of Practice web page):
  3. A list of Funds will appear which you have access rights to (if no fund appears here, then you do not have permission to enter the Self Certification Platform for your fund/s (please email Clare/Eve at code@aref.org.uk and we can rectify this for you).
  4. Next to each Fund, it will either say 'Start Certification' or 'Continue Certification'. 
    - Start Certification - this is for when you first start the process
    - Continue Certification - this is for when you have started and saved your answers and you are re-entering the platform.
    PLEASE NOTE FOR 2020: All answers/comments/evidence from your 2019 self certification have been copied over, however, please be aware that a few questions are new or have been updated.  If there is no answer, then this is a new question and needs to be completed please.
  5. Once you are in, you will see hyperlinked number sections at the top of the page to navigate through the Platform.
  6. Work through your answers and Save each page, before moving onto the 'next' page - you cannot jump between sections without saving your answers (otherwise answers will be lost).
  7. The questions do not need to be all answered in one session, they can be saved and picked up at another time - but please remember to save before exiting the system.
  8. Every question needs to be answered, in order to 'Submit' at the end. 
  9. Once complete, please click ‘Submit Form’ on the last page. 
  10. An email will be sent to the Fund Approver, letting them know that they need to take action.

Instructions for Fund Approver:

  1. Open up the AREF website and go to 'Log-in'(if you have forgotten your password you can change this here).
    NB:  We recommend users use Google Chrome or Firefox to work on the self-certification process (Internet Explorer causes issues unfortunately)
  2. To Enter the new system, click the blue button below (this blue button can also be found on the main Code of Practice web page):
  3. A list of Funds will appear here for you to Approve - click the fund name to enter (if no fund appears here, then you do not have permission to enter the Self Cert Platform for your fund/s (please email Clare/Eve at code@aref.org.uk and we can rectify this for you).
  4. For each of the three sections:
    - Briefly check answers / evidence left by Assessor (click 'show details' to show all detail left by Assessor)
    - Select 'Minimum Compliance, Best Practice, Not Applicable or Non Compliant' from the drop down - this is the overall certification level for the entire section and will be shown on the self-certification matrix page.
    - Select 'save and next step'.
  5. NOTE: for the time being the Approver is not able to amend answers left by the Assessor .  If you need anything amended, please let us know on the email address below.  We can either amend for you, or we can take it back a step for you, so that Assessor can amend and re-submit {this will be rectified during 2021 by our web developers}.
  6. Once you have been through the three pages, please 'Submit' - this will submit your Self Certification entry to AREF.
  7. Once we have received and approved your submission, you will receive the 2020 Quality Mark and the new Self Certification Matrix page will populate.

For any queries relating to the new system, please contact: Clare Whyte or Eve Holloway on: code@aref.org.uk.