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Track vendor insurance certificates

Matrise vendors keeps each contractor's insurance, licences and safety certificates on their record, with expiry dates. A certificate marked as required must be current before the contractor can be given work.

Add a certificate

  1. Click Vendors on the rail and open the vendor.
  2. Click Add certificate.
  3. Choose the Kind: Insurance, Licence, Certificate, Safety or Other.
  4. Enter the Name, for example "Liability insurance", the Policy or certificate number, and the date it Expires.
  5. Tick Required before they can be given work if it must be current for them to work on site.
  6. Click Save.

See what needs renewing

Each certificate shows its expiry and its standing, in words:

  • Lapsed: past its expiry date.
  • Expires within 30 days.
  • Current.
  • No expiry.

Under Show, choose Certificates to renew to list every vendor with a certificate lapsed or expiring. A vendor whose required certificate has lapsed is marked "Blocked: a required certificate has lapsed", and cannot be chosen as the contractor on a work order.

Renew a certificate

  1. Beside the certificate, click Renew.
  2. Enter the new number and expiry date.
  3. Click Save.

The new certificate replaces the old one, and what was on file before stays in the record.

To take a certificate off, click its cross, Remove.