Gearbelt allows you to manage and monitor compliance documents linked to your assets. By using the Documents module, you can easily identify compliance documents with upcoming expiry dates and take action before they expire.
Prerequisites
Before you begin make sure you have the following:
Gearbelt subscription
Prerequisites
Before you begin make sure you have the following:
Gearbelt subscription
Understand Document States:
Documents can be in one of the following states:
Active
Archived
Deleted
Only Active documents are relevant for ongoing compliance tracking
Archived documents can be restored if needed.
View Compliance Documents from an Asset
Go to Assets.
Select the relevant asset from the list.
Open the Documents tab.
Review any attached Compliance documents and their expiry dates.
Export Compliance Documents (Optional)
From the Documents module or Asset Documents, click Export as CSV.
Download the CSV file.
Use the included links and expiry date data to review or share compliance information externally.
Notes and Tips
Only documents with an expiry date set will appear as expiring.
Keeping expiry dates up to date ensures accurate compliance tracking.
Archived or deleted documents are excluded from active compliance reviews.