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Alan.j  
#1 Posted : 29 October 2024 08:59:33(UTC)
Rank: New forum user
Alan.j

Morning all , 

In respects to contractors that come onto site - can anyone recommend something automated that will tell me that a specific contractors insurance is expiring so I can chase them (and preferably to upload the new certifictate) 

I'm trying not to use a calendar event if I can help it , and just wondered if anyone was using a bit of software that would do the job ?

Thanks

Kate  
#2 Posted : 29 October 2024 11:17:44(UTC)
Rank: Super forum user
Kate

This can be done on an ERP (business software) if you have such a thing (SAP being one of the most prevalent).

Edited by user 29 October 2024 12:39:29(UTC)  | Reason: mistyped abbreviation

Roundtuit  
#3 Posted : 29 October 2024 14:33:22(UTC)
Rank: Super forum user
Roundtuit

Excel spreadsheet with conditional formatting on the certificate dates - green in date, amber due to expire, red expired.

We use the spreadsheet as a tool to review all supplier performance (not just contractors) so it is opened at minimum once a month for our review process.

thanks 2 users thanked Roundtuit for this useful post.
peter gotch on 30/10/2024(UTC), peter gotch on 30/10/2024(UTC)
Roundtuit  
#4 Posted : 29 October 2024 14:33:22(UTC)
Rank: Super forum user
Roundtuit

Excel spreadsheet with conditional formatting on the certificate dates - green in date, amber due to expire, red expired.

We use the spreadsheet as a tool to review all supplier performance (not just contractors) so it is opened at minimum once a month for our review process.

thanks 2 users thanked Roundtuit for this useful post.
peter gotch on 30/10/2024(UTC), peter gotch on 30/10/2024(UTC)
abs  
#5 Posted : 30 October 2024 00:44:22(UTC)
Rank: Forum user
abs

Excel is your best bet. If you DM me, I'll be happy to knock something up for you.

Holliday42333  
#6 Posted : 30 October 2024 09:13:34(UTC)
Rank: Super forum user
Holliday42333

As with others, we use an Exceel spreadsheet with conditional formatting on the expiry date.

What this doesn't do is send a notification to let you know an insurance is expiring, so you have to regualrly be accessing the spreadsheet.

peter gotch  
#7 Posted : 30 October 2024 13:16:33(UTC)
Rank: Super forum user
peter gotch

Hi Alan

Seems to me that it is very unlikely that you need to pay for some fancy off the shelf software when there are Microsoft tools available.

I have never got round to deciding I needed to become proficient in putting together Excel spreadsheets as there were always younger IT literate people around me who could do this almost in their sleep. I needed to be able to understand (a) what we wanted to achieve and (b) to be able to interpret the results of such a spreadsheet.

Sounds like you have an offer from one of these "younger IT literate people", i.e. "abs". I would take them up on their offer! What do you have to lose?!?!

Edited by user 30 October 2024 13:18:24(UTC)  | Reason: Tweak

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