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Collected is not the same as current

Engrama watches every record your partners sent you and moves it from current to expiring to expired on its own.

Expiring next(3)
  • Brindley Facilities · Public Liability CertificateNorth depot · annual renewal18 days
  • Ashworth Haulage · Vehicle Insurance ScheduleNorth depot · annual renewal62 days
  • Verhoeven Labs · Water Test ReportNorth depot · quarterly140 days
What runs out first, at the top, with the days left on it.

Where everything stands, the moment you look

What is missing, what is expiring and what is waiting on your review are counted every day, whether or not anyone logs in.

“how do you all manage your suppliers’ regulatory docs?” ... reviewing “each vendor folder and look for exp dates” (with Google Calendar reminders as the backstop)

kconf, IFSQN Principal, 2024. source
Awaiting your review(3)
  • Cormack Scaffolding · Method StatementArrived 4 October · not looked at yet
  • Ferreira Plant Hire · Lifting Equipment ReportArrived 6 October · not looked at yet
  • Nakagawa Electrical · Installation Test CertificateArrived 7 October · not looked at yet

The re-request goes out before you would have remembered

Ahead of the expiry date the next request goes out on its own, carrying the same checks, marked scheduled by expiry.

New request
Ask
Brindley FacilitiesNorth depot · annual renewal
Record
Public Liability Certificate
Checks Engrama runs before this reaches you
  • FieldCover limit is present on the certificate

Carried from the last request on this case.

Needed by
Friday, 12 September
Scheduled by expiry

Know who still owes you something

You read who has not answered off the screen instead of rebuilding it from email.

Outstanding(4)
  • Delacroix Cleaning · Contractor LicenceDue 3 October · Sent, no reply yet
  • Marchetti Freight · Goods in Transit InsuranceDue 9 October · Sent, no reply yet
  • Tavistock Calibration · Calibration CertificateDue 16 October · Sent, no reply yet
  • Okonjo Waste · Waste Carrier LicenceDue 21 October · Sent, no reply yet

A record on exception has its own review date

It carries that state wherever it appears and is never counted as current or missing.

On exception(2)
  • Halvorsen Marine · Pollution Liability CertificateSouth depot · annual renewalReview by 30 November
  • Bellweather Textiles · Fire Safety CertificateSouth depot · annual renewalReview by 12 December

One record, and you both point at it

The record stays your partner’s rather than becoming your copy, and if they end your reference, your timeline and your review record stay with you.

Record detail

Public Liability Certificate

Current

Brindley Facilities · North depot

Checks that ran before it arrived(2)
  • PassedCover limit is present on the certificate
  • PassedThe policy period covers the year it is filed under
Files to
North depot › Public liability › 2026
Held by
Brindley Facilities, referenced here
Trail(4)
  1. RequestedEngrama · 4 August
  2. SubmittedBrindley Facilities · 6 August
  3. CheckedEngrama · 6 August
  1. Opened for an auditPriya Raman · 19 August

Point it at your renewals

Bring one record that expires this quarter, and we will set the next request running on the call.