CBT Certificates (New!)
      Back to home
      1. Connect Help Center
      2. CBT Certificates (New!)

      📑 CBT Certificates (New!)

      This guide explains how to manage the CBT certification process in Connect, from issuing certificates to submitting them to the DVSA.

      🎬 Video Tutorial


      Table of Contents

      1. Books & Certificates Page Overview
      2. Steps of Adding CBT Books & Certificates
      3. Issuing a Duplicate Certificate
      4. Submitting Book to DVSA


      The CBT Certificates section allows you to issue and manage CBT certificates digitally. It helps you stay compliant with DVSA requirements and reduces paperwork.

      Key Benefits:

      • Issue and manage certificates in one place

      • Submit books directly to DVSA

      • Track certificate status in real time

      • Keep audit records automatically

      This is a Connect Pro feature—start your free Connect Pro trial to try it today.

       

      1. Books & Certificates Page Overview


      The CBT Books tab provides a summary of all your books in the system—showing their statuses, how many certificates have been issued, and the starting and ending certificate numbers—and lets you click into any book to issue certificates.



      The main Certificates dashboard offers a comprehensive overview of every CBT certificate within its associated CBT book.

       


      Certificate Status Labels:

      Ready to Return Certificate is complete and ready for final processing
      Pending Certificate is awaiting completion or verification
      Void Certificate has been voided
      Sent Certificate has been successfully submitted to DVSA

       


      2. Steps of Adding CBT Books & Certificates

      CBT Books are batches of certificates submitted together to the DVSA. To issue certificates, you must first add a CBT Book to the system.


      2.1 How to Add a CBT Book:

      1. Go to CBT Books in the sidebar

      2. Click Add new CBT Book

      3. Select your site

      4. Enter the starting certificate number

      5. Click Add

       
      2.2 Issuing CBT Certificates

       

      ConnectMCT - Issue CBT Certificate - Watch Video



      To issue a certificate:

      1. Fill in student and course details:

        • Student name and driving licence number

        • Course date, start/end time (HH:mm)

        • Transmission type (Manual/Automatic)

      2. Select instructor

      3. Apply restrictions if needed (e.g. eyesight correction, daylight only)

      4. Click Issue Certificate, Certificate moves to "Ready to Return" status

      2.3 Editing or Voiding Certificates


      a. Edit a Certificate:

      • Only before submission

      • Use the Change action

      • Cannot edit submitted certificates

      b. Void a Certificate:

        • Click "Void" action next to certificate
        • Confirm voiding action
        • Certificate status changes to "Void"

      3. Issuing a Duplicate Certificate

      If you need to issue a duplicate certificate, follow the standard certificate creation process, but with the following additional steps:

      1. On the form, scroll to the Category Restrictions section.

      2. Select "71 - Duplicate of license" from the dropdown.

      3. At the very bottom of the form, tick the checkbox "Mark as Duplicate".

      4. Once completed, click Issue to generate the duplicate certificate.

      🔁 This process ensures the system flags the certificate correctly as a duplicate of an existing one.


      📤 4. Submitting Book to DVSA


      The final step in the CBT certification process involves submitting certificate books to DVSA for official processing.

      1. Make sure all certificates are marked Ready to Return

      2. Verify all required information is complete

      3. Click Submit to DVSA on the book

      4. Confirm submission

      After submission:

      • Book status becomes Submitted

      • Certificate statuses update to Sent

      • DVSA receives the submitted book

      • A copy of book will also be send to main account's e-mail adress