Certifications module

The Certifications module tracks anything that's certified and must stay valid: safety certificates, ISO and quality certifications, staff training and credentials, equipment inspections and calibrations, food-safety and compliance certs.

What it tracks

• The certificate and what/who it covers
• The expiry date (the key date reminders fire against)
• The issuing body and reference/number
• The owner responsible for renewal
• The certificate document itself (PDF)

Key date

Expiry. Lapsewise reminds you ahead of expiry using your lead time, at 8am local time, so there's room to book the re-test, training, or audit before the certificate lapses.

Typical fields

| Field | Example | |---|---| | Title | "Forklift operator cert — J. Smith" | | Expiry date | 2027-03-15 | | Issuer | National Safety Council | | Owner | Operations lead | | Document | scanned certificate PDF |

A worked example

A construction firm tracks 40 staff safety certificates and 12 equipment inspections. Each has an expiry date and a 30-day lead time. Lapsewise surfaces them on the runway in due-date order and emails each owner 30 days out — so no one shows up to a site with a lapsed cert.

Tips

• Set a generous lead time for anything that requires scheduling a course, exam, or third-party inspection.
• Assign the owner who actually books the renewal, so the reminder lands on the right desk.
• Attach the certificate PDF so auditors and the renewal provider can be served quickly.

FAQ

Can I track many certs of the same type? Yes — one record per certificate (e.g. per person or per asset), each with its own expiry and owner.

What about certs with no expiry? If something never expires, you may not need a reminder; use the notes field or skip it.

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Next: Licenses module · How reminders work