Routing overdue exceptions after a department transfer

Where the late card actually sits

A transfer does not move the certificate, only the reporting line. When Sam Okafor moves from Dock A to Warehouse B, his CPR/AED card still shows the same expiry date and the same three-days-late status. The open question is which supervisor now owns the chase. Write the transfer date in the employee record, keep the certificate attached to the same person, and leave the original expiry untouched.

Assigning the follow-up

Pick one owner at the moment the transfer is keyed in. A simple split works: the gaining supervisor owns renewals that expire after the transfer date, and the losing supervisor closes out anything already late. Record that choice in one line on the certificate record so the next person does not have to guess.

Example: Sam's CPR/AED card expired three days before his transfer. Under the split, Dock A's supervisor keeps the overdue item and Warehouse B's supervisor receives the future renewals. Before the change the late card sat in a general queue; after it, the late card appears on Dock A's list and the 60-day email goes to Warehouse B's supervisor.

What to verify

Open the late list and confirm the card still shows the original expiry date, not the transfer date. Open the certificate record and confirm the PDF or phone photo of the card is still attached. Confirm the 60-, 30-, and 7-day email notes name the correct supervisor for each upcoming date. If the late card vanished from both lists, the transfer was entered as a new person rather than a move; merge the duplicate before the next reminder goes out.

Related: Cert Expiry Tracker features.