Track certificate expiry and run the renewal
Expiry & Renewal lists every client certificate by how soon it expires, from the dates recorded when certifications were approved. Run the recertification on the client’s project with Switch to Renewal, a shorter workflow where the client re-supplies evidence, and click Renew to record the new expiry date.
How to see what is expiring
Under Monitoring, open Expiry & Renewal. Certificates are grouped as overdue, critical (7 days or less), warning (30 days or less), upcoming (90 days or less) and active. The client is emailed 90, 60, 30, 7 and 1 days before expiry.
How to run the recertification
Switching keeps the checklist and every evidence file, and returns each clause to the client to answer again.
- Open the client’s project and click Switch to Renewal, or click Start Renewal on a new project.
- The project follows Evidence Collection, Validation, Cert. Ready and Completed. The client answers each clause yes, with evidence, or not applicable.
- Review the evidence in Validation exactly as in an internal audit.
How to record the new expiry date
- In Expiry & Renewal, an admin or finance manager clicks Renew on the certificate.
- Enter the next due date and click Confirm Renewal. The client’s expiry date and the tracker update.
Frequently asked questions
Why does a renewal have no “no” answer?
The client is already certified, so a renewal collects fresh evidence for controls that exist. A clause is either evidenced or not applicable.
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