Certificate issuance and compliance tracking consume significant manual effort when inspection reports must be reviewed, data extracted, and certificates generated individually.
Automation extracts inspection data directly from reports, generates and routes certificates for signature, and maintains a real-time compliance register with automatic renewal reminders. The result is faster issuance, zero missed renewals, and accuracy in compliance records.
The full workflow, from trigger to completion.
Workflow triggers when a completed fire safety inspection report is uploaded or marked ready in the source system.
The automation reads the inspection report, extracts key fields (site, date, inspector, pass/fail, notes), and validates completeness.
Automation populates the certificate template with extracted data, applies site branding, and formats the document.
Certificate is sent to the inspector with a pre-filled signature request and 3-day deadline.
Once signed, certificate details are automatically logged in the compliance register with expiry date and renewal trigger.
Automation creates a reminder 30 days before expiry and logs the alert for tracking.
Signed certificate is emailed to site manager and archived in the shared drive with a timestamped record.
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