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Certificates

The Certificates module in safer.plus helps you manage entity documentation, track validity periods, and monitor certification compliance.

Certificates

The Certificates module can store information about insurance certificates, safety certifications, licenses, and other entity-related documentation that is relevant to the business.

Managing Certificates

Certificate Status

The status is automatically set based on the expiration date of the certificate.

  • Archived: Certificate is no longer the most current one. Newer certificates of the same type exist.
  • Valid: Certificate is current and within its validity period.
  • Pending: Certificate is nearing its expiration date.
  • Expired: Certificate validity period has ended. A renewal needs to be obtained.

Tip

Certificates without an expiration date are valid indefinitely.

Create a Certificate

New Certificate

  • Open the entity record
  • Click on "New Certificate"
  • Select the certificate type or create a new one
  • Set the issue date and expiration date
  • Upload supporting documents

Renew Certificate

  • Open the existing certificate record
  • Click on "Renew Certificate"
  • Set the new issue and expiration dates
  • Upload updated documents

Dashboard Integration

Certificate compliance status is visible on the Dashboard, showing:

  • Upcoming renewals
  • Expired certificates
  • Entity compliance rates

Best Practices

  • Monitor certificates well before expiry
  • Maintain digital copies of all certificates
  • Set up email reminders for renewals
  • Regularly review compliance status
  • Keep certificate requirements updated

Support

For assistance with certificate management, contact [email protected].