Different renewal dates
Track each certification record separately with its own owner and status.
Certification tracking
Track certifications before they expire.
Flow365 Expiry helps small businesses track certification expiration dates, renewal owners, proof documents, reminders, and status history.
Built for staff certifications, safety training, compliance credentials, insurance-related certifications, and recurring training renewals.
The problem
Certification renewals are easy to lose in spreadsheets.
Certifications often renew on different dates for different people, vendors, or roles. Flow365 Expiry helps keep certification proof, owners, and reminders organized.
Missing proof files
Attach the certificate or renewed proof document to the record.
No follow-up visibility
Use status and reminder history to see what still needs work.
Workflow
A simple certification tracking workflow.
Record the certification, track its expiration, remind the owner, and attach renewed proof.
1
Add the certification
Create a certification record with name, owner, expiration date, and notes.
2
Watch upcoming renewals
Use status and reminder dates to see which certifications need attention.
3
Attach renewed proof
Mark renewed and store the updated certificate for future review.
AI document review
Upload documents and let AI find the expiration dates.
Flow365 Expiry can review uploaded documents, extract possible expiration dates, and draft records for you. You stay in control: review the AI draft, approve what looks right, and only then save it into the tracker.
Extract dates from documents
Use AI review to find expiration dates in PDFs, certificates, permits, licenses, contracts, policies, and vendor documents.
Review before saving
AI drafts the expiration record, but your team reviews the date, owner, document type, notes, and proof before accepting it.
Keep proof attached
Approved records can keep the uploaded document connected, so the expiration date and source proof stay together.
Certification tracking FAQ
A practical tracker for certification dates, owners, and renewal proof.
What certifications can Flow365 Expiry track?
Flow365 Expiry can track staff certifications, safety training, compliance certificates, vendor certifications, and other expiring credentials.
Can I attach proof documents?
Yes. Flow365 Expiry is designed to attach documents as proof for expiration records and renewals.
Can I use reminders?
Yes. Flow365 Expiry supports reminder planning and reminder history for upcoming renewal work.
Keep certification renewals visible.
Use Flow365 Expiry to track certification dates, owners, reminders, and proof documents.