Safety certificate due to expire linked to works order
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
When a safety certificate is due to expire and a new works order is booked (to renew the certificate), a link is created between the expired certificate and the works order - information about the expired certificate is added to the works order
This feature is not available when Bulk-booked works orders use default 'Required By' date - configuration option is in use
1. Access list of certificates due to expire From Organiser, Property Management panel:
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2. Book safety inspection(s) - as usual Follow the usual process to book safety inspections as outlined in this guide
A certificate needs to have a date in the Certificate Expiry column above in order for the link between the expired certificate and new works order to be created (as seen in step 3) | |
3. Link created on works order Providing the previous certificate had an expiry date, works orders created using the process above will have a note added to the Instructions panel on the new works order that reads:
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