Give certificates an end date
For CPD, first aid or licences: set how long certificates stay valid, and holders are reminded before they expire.
- Open the program's Settings tab.
- Under How long certificates stay valid, choose 6 months to 5 years, or any number of months up to 120.
- Save. Certificates issued from now on carry that end date in their signed record.
After the end date, anyone checking sees Expired. The holder gets a reminder 30 days and 7 days before, and your team gets a weekly heads-up about certificates ending soon, which is a good moment to invite people to renew.
Certificates already issued keep the end date they were signed with. A correction keeps the original's end date.
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