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Use case · Operations

Your certificates, policies and renewals in one register, with questionnaires drafted from it

A new customer sends a supplier questionnaire requesting your public liability certificate, your health and safety policy and proof of an accreditation. A member of staff spends the afternoon searching inboxes and filing cabinets, and discovers in the process that one certificate expired last month. The following week, a different customer asks most of the same questions in a different format.

Instead, every certificate, policy and item of audit evidence you hold is recorded in a single register, with owners, cover levels and dates. Each month the agent checks for anything expired, due or missing, and drafts questionnaire answers from the register with every gap marked. A named person checks and submits every questionnaire.