Rank: New forum user 
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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
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Rank: Super forum user 
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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
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Rank: Super forum user 
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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.
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 2 users thanked Roundtuit for this useful post.
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Rank: Super forum user
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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.
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2 users thanked Roundtuit for this useful post.
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Rank: Forum user
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Excel is your best bet. If you DM me, I'll be happy to knock something up for you.
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Rank: Super forum user
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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.
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Rank: Super forum user
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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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