Certificates are requested urgently and then forgotten until one has expired mid-contract. This tracks who holds what and when each one lapses.
What's Included
- One record per certificate with holder, cover, and expiry.
- Requests handled as a queue instead of an urgent email each time.
- Expiry warnings sent before the certificate lapses.
- An assistant that drafts the certificate and the covering note.
How To Use
- Record who the certificate was issued to, not just that it was issued.
- Warn before expiry. A lapsed certificate can stop work on a site.
- Keep the request in a queue so urgency does not lose the record.
- Reissue automatically at renewal for anyone still needing one.
Draw the cover from the policy register, and mirror it in compliance prompts.