How-to guide

How to track certificate and insurance expiry dates

Cards, tickets, certificates, insurance policies and test dates all expire on different days. Lose track and you find out at the gate, in a tender, or after an incident.

Published 8 Nov 20264 min readBy metre2

Quick answer

Put every expiring record in one list with its expiry date, who or what it belongs to and when you'll start renewing it. Open the Metre2 Compliance & Certification Manager in your browser - it's free for 15 days, then a one-off price, and nothing you type is uploaded.

List what expires

Typically: training and competence cards for each person, first aid certificates, employer's liability and other insurance, PAT and other equipment tests, accreditations, vehicle documents and gas or electrical certificates.

Record it consistently

For each one: what it is, who or what it covers, the reference number, the issue and expiry dates, the issuer and the renewal cost. Scan or note where the original is kept.

Set a lead time

Renewals take time - a course has to be booked, a policy renewed, a test arranged. Look 30, 60 and 90 days ahead, not just at what's already expired.

Check by person and by asset

Before someone goes to site, check their cards. Before a tender, check the company's insurance and accreditations. One list, two views.

Do it in the Metre2 Compliance & Certification Manager - 15 days free in your browser, or as a Windows app.

Use it in your browser - free, no sign-up Get the Windows app More about Compliance & Certification Manager

Common mistakes

Finding out a card has expired at the site gate.
Tracking insurance and training in separate places.
Only looking at what's already expired.

Frequently asked questions

Is employer's liability insurance compulsory?

For most employers in Great Britain, yes. Check GOV.UK for the details. This guide isn't legal advice.

Can it show what's expiring soon?

Yes. The Compliance & Certification Manager puts certificates, insurance, PAT tests and training in one "what's expiring" view, with a compliance score per person or asset and renewal costs ahead.