Registration, insurance, test and tag and other checks

Checks with an expiry date (registration, insurance, a roadworthy or safety certificate, a licence to operate, test and tag, calibration) set the asset's traffic light and send reminders. A service record or other item can be kept without one.

How to add a check

1. 1Step 1: Open the asset. Under Registration, insurance and checks, select Add.
2. 2Step 2: Choose the Kind and, if you like, a Name.
3. 3Step 3: Attach the paperwork under Evidence (rego papers, an insurance certificate, a test and tag record).
4. 4Step 4: If your organisation lets iComply read documents, select Read the document for me. Software fills in what it could read, marked as read by software. Check every detail against the document.
5. 5Step 5: Enter the number, Issued by, the issue date and the expiry date.
6. 6Step 6: Select Add item.

Renew or stop tracking

• Select Renew or update to enter the new dates and attach the new paperwork. Earlier dates are kept in the item's history.
• Select Stop tracking when it no longer applies.

What the states mean

• Current: more than 30 days to go.
• Expiring: 30 days or less.
• Expired: past its expiry date.
• No expiry date: a kind that expires was saved without a date. It shows red until you add one.

What happens next

Admins (and the person the asset is assigned to) are emailed once a day when a check reaches 60, 30, 14, 7 or 0 days, or has expired.

Limits

• Evidence: PDF, PNG or JPG up to 10 MB, virus-checked.
• Reading a document counts toward your organisation's 100 software reads a day. It never approves anything.