Checking outstanding credentials before a new project

Before a project kicks off, the lead must verify that every crew member holds a current credential. Skipping this step can cause delays or safety hold‑ups mid‑job. The process is a simple checklist: pull the latest expiry report, compare each person’s card against the project start date, and flag any that will lapse during the work window.

Pull the current expiry report

Generate a report sorted by nearest expiry. The report should list employee name, credential type, and expiry date. Export or print it for on‑site review.

Cross‑check each card against the project timeline

For each crew member, ask: does the expiry date fall after the project end date? If yes, the credential is acceptable. If the expiry falls within the project window, mark the card as needing renewal before site access is granted.

Flag and resolve gaps early

If a credential is flagged, initiate the renewal process immediately. Set a temporary hold on the employee’s schedule until the new card is in hand, or assign a certified alternate for that task.

Worked example

The “Bridge Repair” project starts on 2024‑05‑01 and ends 2024‑08‑31. Dwayne Porter’s forklift evaluation expires 2024‑05‑20. The report flagged his card as outstanding. A renewal class was scheduled for 2024‑04‑15, and the new evaluation card was issued 2024‑04‑25, well before the project start date. No hold was needed.

Verification checklist

• [ ] Expiry report pulled and sorted by date
• [ ] Each crew member’s credential compared to project start/end dates
• [ ] Gaps identified and renewal process started
• [ ] Holds or alternates assigned where needed
• [ ] Confirmation that all cards are valid for the full project window

Exception

If a crew member cannot attend a renewal class before the project starts, document the reason and arrange for a certified stand‑in for the specific task. Do not allow uncredentialed work to proceed under any circumstances.

Related: Cert Expiry Tracker features.