Maintenance equipment certification

This module adds a certification record to maintenance equipment. On each equipment form a new "Certifications" tab lists its certificates, where you can enter a name, certificate number, issue date, renewal date, notes and upload the certificate file. Certificates can also be managed from a dedicated "Certificates" menu under Maintenance configuration, with search filters for archived records, expiring certificates and grouping by equipment. Archived certificates appear greyed out.

A daily scheduled job checks certificates whose renewal date is approaching. It only runs when "Certificate Expiration Alert" is switched on in the Maintenance settings, where a link also lets you open the reminder rules. Each reminder rule has a name and a number of days before expiration; the job uses these rules to decide when to send reminders, so several rules mean several reminders at different moments.

The reminder email goes to the equipment's technician, or to its owner if no technician is set. A note is then logged on the equipment. If neither a technician nor an owner is assigned, a to-do activity is created on the equipment instead. Changing a certificate's renewal date resets its sent-notification counter so reminders can be sent again. Only maintenance managers can create or edit certificates and rules; other users can only read them.