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Renew a certificate before it lapses, not after

Engrama holds the date every certificate runs out, asks for the replacement before it passes, checks what comes back, and files it against the one it replaces.

Keep your drive, your spreadsheet and your calendar reminders. Engrama is the thing that stops them being load-bearing.

How an expiry is watched, requested, checked and replaced

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Cormack ScaffoldingCounterparty · Certificate of insurance
Record
Certificate of insurance
Checks Engrama runs before this reaches you
  • FieldThe new expiry date is later than the one we hold

Carried from the certificate this replaces.

Needed by
30 days before expiry

Everything you hold that stops being true

Today, an expiry is a date somebody typed into a spreadsheet, or did not. The renewal starts when a customer, an auditor or a border asks for the current one.

In Engrama the date lives on the record itself, so what is expiring is a state on the list rather than a thing to remember.

This job finishes and then starts again. That is what makes it a job and not a standing worry: each renewal closes, and the next date is already on the record.

What usually carries a date
  • Insurance certificates, on their policy period
  • Quality and management-system certifications, on their cycle
  • Licences, permits and registrations
  • Tax forms, which expire on their own schedule
  • Training and competency records
  • And anything else with a date you did not choose

Start with whatever expires next

Tell us the certificate you are most likely to find out about late. We will set that renewal up on the call.