1. List what expires
For each technician: method certificates (with level and sector), the scheme (ISO 9712 via PCN or AINDT, or your SNT-TC-1A written practice), vision test, radiation licence if applicable, and site and safety tickets such as working at heights, confined space and first aid. For each item of equipment: calibration certificate, verification records for reference blocks, and any licence or registration.
2. Give every document an owner and a due date
The due date is not always on the certificate: calibration intervals are set by you, and some schemes require a renewal application months before expiry. Record the date you must act on, not just the date it lapses.
3. Set a warning window
A month is the minimum that lets you book a course or a calibration slot. For renewals that involve external examinations, add a longer reminder as well.
4. Check at the point of assignment
The supervisor allocating a job should see the technician’s certificates and the equipment’s calibration status at that moment, not discover a problem on site.
5. Keep the evidence chain
An assessor picks a report and asks for the certificate that was valid on that date and the calibration certificate for the serial number on the report. Keep certificates with the person and equipment records, and keep report history per job.
How AMPS does it
AMPS keeps personnel and equipment certificates on dedicated personnel and equipment pages, and its flag system warns one month before a certificate, calibration document or scheduled inspection falls due, so managers always know what is missing or expiring. The shutdown case study names working-at-heights certificates, confined-space certifications and equipment calibration forms among the documents tracked. Every upload and change is recorded by the history feature, and the files themselves live in your own OneDrive, SharePoint or Google Drive.