Why track four record types in one place instead of separately?
Compliance & Certification Manager is deliberately broad: it unifies trade certifications, insurance policies, PAT testing records and staff training under one roof, with a single "what's expiring across everything" view, per-holder/per-asset grouping, a renewal cost forecast and a compliance health score - so you're not checking four separate places to know what needs renewing.
What are the four record types?
Certification (e.g. Gas Safe Registration, NICEIC, CSCS cards), Insurance (Public Liability, Employers' Liability, Professional Indemnity and similar policies), PAT Test (portable appliance testing records for tools, vans and site equipment) and Training (First Aid at Work, Working at Height, Manual Handling and similar staff training records). Every record carries a title, a holder (a person for certs/training, or an asset/policy reference for PAT/insurance), issue and expiry dates, an issuing body, an optional reference number, an optional renewal cost and a customisable reminder lead time.
How does the layout work - is it a sidebar like Tender & Bid Management?
No - it's a deliberately different shape. There's no vertical sidebar. A horizontal workspace switcher strip (Overview, Expiring, By Holder/Asset, Timeline, Renewal Forecast, All Records) sits under a slim top command bar, and a persistent right-hand Risk Rail panel - a radial health gauge, the most urgent records and a live 30-day renewal cost total - stays visible at all times regardless of which workspace you're viewing.
How is urgency calculated?
Every record has its own reminder lead time in days (30 by default, editable per record). A record is Overdue if its expiry date has passed, Due soon if it expires within its lead-time window, and Valid otherwise. The Expiring workspace sorts every record across all four types by this urgency, most urgent first.
What's the compliance health score?
A hand-rolled radial gauge on the Overview workspace: each record scores 1 point if valid, 0.5 if due soon, and 0 if overdue, averaged across all your records for an overall percentage, plus a per-record-type breakdown so you can see at a glance whether, say, your insurance is in better shape than your PAT testing.
What does the renewal cost forecast show?
A simple sum of the optional renewal cost you've logged against each record, for everything expiring in the next 30, 90 and 365 days, broken down by record type. It's budgeting information only, not an estimating feature and not payment processing - it just totals what you told it a renewal is likely to cost.
How does per-holder/per-asset grouping work?
The By Holder/Asset workspace groups every record by who or what it belongs to - a person's name for certifications and training, or an asset/policy reference for PAT tests and insurance - with a per-holder compliance percentage, so you can answer "is everything current for this person or this van?" in one glance instead of hunting through a flat list.
Does renewing a record keep any history?
Yes. Renewing a record - either from the record's own detail view or via bulk renew - logs the previous expiry date and the renewal date to that record's history rather than silently overwriting it, so there's a running audit trail of compliance over time per holder or asset.
What's bulk renew for?
Select multiple records - for example a batch of PAT tests done in one site visit - and push their expiry dates forward by a chosen period (30/90/180/365/730 days or a custom number) in one action, calculated either from each record's current expiry or from today's date. Every renewed record gets its own history entry.
What does the Timeline workspace show?
A hand-rolled horizontal 16-week strip, one row per record type, with a coloured marker for every upcoming expiry positioned along the date axis - deliberately a different shape from a month-grid calendar, so you can see the shape of your renewal workload over the next few months at a glance.
Does it send real reminders or notifications?
No - reminders are visual and in-app only (the Overview stats, the Risk Rail and the Expiring workspace's urgency colour-coding). No emails or push notifications are sent, no payment processing happens for renewal costs, and there's no integration with real certification bodies or insurers.
Can I search, export or copy a summary?
Yes - a global search box in the top command bar searches title, holder, issuing body and reference number across every record. Copy a plain-text summary to your clipboard, or export a standalone HTML snapshot of your data that opens in any browser with no account required.
Is this a substitute for actually renewing my certifications on time?
No. Compliance & Certification Manager is a record-keeping and reminder tool only - it is not a substitute for the holder's own responsibility to renew certifications, insurance or training on time, it is not legal or regulatory compliance advice, and it does not replace a proper compliance management system for large organisations with complex regulatory obligations.
Does my Compliance & Certification Manager account work with Vector and Forma?
Yes - it uses the same shared Metre2 account as Vector, Forma and every other Keystone app. Sign in once and it works everywhere.
