A lapsed certification is the kind of problem that only becomes visible during an audit or an incident. This automation tracks every credential per person and starts the renewal conversation early enough to book the course.
What's Included
- Per-person register: credential, issuing body, issue date, expiry, and evidence file in one structured record.
- Renewal runway: triggers open a booking task far enough ahead to actually get a course place.
- Coverage view: how many currently-certified people you have per skill, visible before you commit to work that needs one.
- Evidence store: certificates attached to the record and retrievable during an audit.
- Manager alert: an expiring credential notifies the person and their manager, not just the person.
How To Use
- Clone the License Manager Dashboard and add a people section.
- Load current credentials and expiry dates.
- Set the renewal runway per credential type.
- Attach the certificate files.
- Staff every job with someone genuinely qualified.
Pair with the HR automations for the people side and the field service automations for crew scheduling.