| First Aid at Work | All (recommended) | 3 years | Certificate upload |
Insurance Tracking
Required insurances (configurable minimums):
- • Public Liability — Minimum £2M (default £5M)
- • Employers' Liability — Minimum £5M (legal requirement)
- • Professional Indemnity — If providing design/specification
- • Contract Works — For major projects
Automated Monitoring
30 days before expiry: Email to contractor + Manager
7 days before expiry: SMS to contractor + Manager + Admin
On expiry date: Contractor suspended from new assignments
7 days after expiry: Contractor archived (hidden from assignment)
Suspended contractors:
- • Cannot be assigned new repairs
- • Can complete currently assigned repairs
- • Show as "Compliance Expired" in directory
Renewal Workflow
1. Contractor uploads new certificate in portal
2. Manager/Admin reviews (auto-verified for Gas Safe via API)
3. Approve → Expiry date updated → Contractor reactivated
4. Reject → Contractor notified with reason → Re-upload
Bulk Compliance Import
For onboarding large networks:
- • CSV template with: contractor_id, cert_type, cert_number, expiry_date, document_url
- • System validates format and creates renewal reminders
Compliance Reports
Dashboard: Settings → Contractors → Compliance Overview
- • Green: All current
- • Amber: Expiring within 30 days
- • Red: Expired or suspended
Export: Reports → Contractor Compliance
- • Full list with expiry dates
- • Filter by trade, status, property portfolio
- • Regulator-ready format
Property-Specific Requirements
Some properties need additional compliance:
- • High-rise (18m+): Contractor must have Building Safety Act competence
- • HMO: Enhanced fire safety awareness training
- • Schools/Healthcare: DBS checks for contractors
- • Heritage: Conservation-accredited trades
Configure at Property → Compliance Requirements.
Next Steps
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Pre-launch documentation. Features and workflows may change before general availability.