Tracked records / Chapter 02
Track expiry dates.
Plan record reviews.
Keep expiry and review dates with the evidence they belong to. Give your team a clear view of what needs renewing, for whom and when.
See it in a demoExpiry and review dates
Explore this example record
Jamie Taylor
Care assistant
Manual handling
Renewal approachingExpiry date
30 Nov 2026
Arrange renewal before the recorded expiry date.
The existing evidence remains attached to Jamie’s record.
When the evidence arrives
Set an expiry date.
Schedule the next review.
Keep the person, requirement, supporting evidence and relevant date together. Your team can see what the record refers to and when to revisit it.
Use an expiry date where the credential has one. Use a review date where your organisation sets the next check.
Inside a tracked record
- Person
- Jamie Taylor
- Requirement
- Manual handling
- Evidence
- Certificate.pdf
- Date type
- Expiry
- Date
- 30 Nov 2026
As the date approaches
Review upcoming renewals
and their supporting evidence.
See which records need attention and whose evidence needs updating. Go from a workforce view to the person’s record, with the context still there.
A useful status tells your team what to inspect. The decision still belongs to the person reviewing the evidence.
Workforce overview
What needs attention?
Jamie Taylor
Manual handling
Alex Morgan
Workplace induction
Riley Ellis
Requested evidence
Open the person’s record to see the evidence behind the status.
When the evidence changes
Renew the record.
Keep the history.
Review the replacement evidence, record the new date and keep the previous activity in context. The next review starts with a history your team can follow.
Jamie’s record history
12 May 2026
Evidence added
Expiry recorded as 30 Nov 2026.
20 November 2026
Replacement received
New certificate ready for review.
21 November 2026
Reviewed by your team
New expiry recorded as 30 Nov 2027.
The story continues
View worker records
and site attendance.
Tracked records connect onboarding to the worker app, your workforce overview and the moments people arrive on site.
Continue with the worker appSee the connected workflow
Review expiry tracking
in a demo.
Bring a role and the records you manage today. In 20 minutes, we’ll walk through your requirements, the team’s view and how people contribute their evidence.
Book a demo