Safety certificate due to expire linked to works order

Owned by Fiona Wilson, created
Last updated: Aug 24, 2022
2 min read

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:

  • Right-click over the relevant list
    e.g. Gas safety expiry in xx days

  • Click Full results

    The certificates due to expire will be shown in a grid, see next step

 

 

2. Book safety inspection(s) - as usual

Follow the usual process to book safety inspections as outlined in this guide

  • Tick beside the properties to book safety inspections for
    This can be done for individual or multiple properties

  • Click Book Gas Safety Inspections

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:

  • Created from a certificate with an expiry date of dd/mm/yyyy