Accreditations

Open this screen in Saral/hr/accreditations

Every scheme the group holds, is applying for or has let lapse — CHAS, Constructionline, the ISO standards, FORS, a trade body — with its status worked out from the certificate on file, what each renewal needs, and the evidence pack a tender asks for. For whoever runs compliance without a consultant: the Index says what the industry expects and what you have, Needs you says what only a person can do, and each scheme's workspace carries the playbook, the requirements and the pack. Status is derived from evidence (a certificate, a date) everywhere on this page; nothing here is a tick box.

You enter

Which schemes to track — picked from the catalogue (its usual cycle, requirements and evidence come with it) or named yourself — and where each stands: held, applying or planned.
The certificate itself (a file, or a link to it in SharePoint), uploaded through Upload evidence or straight onto the scheme, and the other evidence a requirement asks for.
A correction when what Saral found is wrong: body, dates, cycle, owner, cost, portal, the entities a scheme covers — under Correct the details, never required.
Which catalogue schemes are Not for us, so the Index stops asking for them.

Saral fills in

The status of every scheme — current on evidence, current on a person's word, certificate missing, surveillance overdue, renewal in progress, expired or lapsed — from the certificate's dates, the ledger, the mailbox and the public registers it can read.
The Index: every scheme in the catalogue in its industry tier (required by law, asked on every PQQ, sector, free, optional), what you hold, the next date, what to do, the body's fee band and whether a professional is needed.
Each requirement's readiness from the evidence library, the playbook's step-by-step state, inferred surveillance dates, the annual cost read from Xero where a bill names the scheme, and the twelve-month compliance calendar.
Needs you — only what software cannot do — and a dated line for everything the autopilot did by itself, with Undo where it can be reversed.

It produces

The evidence pack: one PDF with a branded cover and index, every current certificate (and the PQQ policies) appended in full, previewed before download — or a certificate-only set.
The Index, the register and the compliance calendar as Preview, PDF or Excel; the renewal or reapplication pack built on a scheme's Application pack tab; the ICO and CITB registrations shown read-only from Accounts.

What this page is for

A group that manages its own accreditations needs three answers at once: what should we have, what do we actually have, and what is due. This page gives all three without a consultant. The Index measures the register against the industry benchmark; the KPI strip and Needs you say what wants attention today; each scheme's workspace holds the playbook for applying or renewing, the requirements it must meet, its history and the pack. The one rule under every screen is that status is derived from evidence — a certificate with a valid-to date, a surveillance visit on record, a fee paid in the ledger — and never from a stage somebody typed or a box somebody ticked. A scheme a person says is current but no certificate proves is shown as current on a person's word, and counted separately.

A scheme's workspace

Do we have it shows the certificate, its number and dates, the cycle and surveillance, the annual cost (typed, or read from a Xero bill that names the scheme), who owns it and which companies it covers, with a readiness bar from the evidence library. What must be in place lists every requirement and the evidence that satisfies it. Apply or renew is the playbook: each step with who does it, how long it takes and when it is due, its state worked out from what is on file — a step Saral cannot prove says a person confirms. Ongoing holds the duties between renewals; Application pack freezes the pack as it is submitted; History keeps every assessment and its outcome; Findings is the scheme's non-conformities. Correct the details, closed by default, is for a person who disagrees with what Saral found.

Evidence once, used everywhere

A scheme rarely asks for anything unique. The insurance certificates, the health and safety policy, the training matrix, the environmental statement — the same documents serve CHAS, Constructionline, SafeContractor and the ISO audits alike. The Evidence library is one place for each kind of evidence, with its readiness shown against every scheme that asks for it, so uploading one renewed certificate makes several schemes ready at once. Files go through the Inbox, where Saral reads the paper, works out what it is and which scheme it belongs to, and asks only when it cannot tell. Private documents are held in a private bucket and opened with short-lived links.

The calendar and the management system

Accreditation is mostly dates: a certificate expiry, a submission window, a surveillance anniversary, an internal audit the standard requires, a management review, an insurance renewal, a fee. The Calendar puts twelve months of them on one list across the group, with inferred dates labelled as such and overdue lines kept for ninety days. The Management system view is what an assessor wants to see on the day — internal audits, non-conformities and their closure, management reviews, the registers and objectives — recorded as they happen rather than reconstructed the week before. Statutory registrations (the ICO data-protection fee, CITB) are legal duties rather than accreditations; they are shown here read-only because tenders ask for them, and decided and paid in Accounts.

Where the settings live

The autopilot — what Saral reads overnight (the ledger, the mailbox, the public registers), who the compliance lead is and where exceptions go — is set on HR → Settings → Accreditations. Which schemes are Not for us is decided on the Index itself. Each scheme's own facts (owner, cycle, dates, portal, entities covered) are corrected on the scheme under Correct the details. Insurance cover is Accounts → Insurance, and the statutory fees are Accounts → Statutory fees; this page only reads them.

Next screen: /hr/policies

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