Compliance and Certification Tracker Excel Template | Team Certs, Insurance, Licences, Inspections and Renewals

For employers who need to keep on top of cards, tickets, insurance and inspections. It holds every team certification and company level requirement in one place, with days left and status worked out automatically. A dashboard shows the whole compliance picture, and the renewal planner shows what is due and what it will cost month by month. Set your people, certificate types and warning windows once.

What it covers

• Dashboard showing the whole compliance picture
• Team certifications with automatic days left and status
• Business compliance for insurance, licences and inspections
• Renewal planner showing what is due and the cost, month by month
• Set your people, cert types and warning windows once
• Goals and targets with dates

Who it is for

Suits construction firms, trade contractors, facilities and maintenance companies, and any business whose staff hold cards or tickets.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Dashboard
• Team Certifications
• Business Compliance
• Renewal Planner
• Notes and Actions, Log and Diary and Goals and Targets tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.