Gearbelt allows you to manage and monitor compliance documents linked to your assets. Using the Documents module, you can identify documents with upcoming expiry dates and take action before they expire. This helps ensure your equipment remains compliant and that important records are maintained and accessible within your Gearbelt workspace.
Prerequisites
Before you begin make sure you have the following:
Plan: All Plan Types
Permission: Gearbelt Contributor
Skills Required: Gearbelt Navigation
Device Type: computer
Subscription: Gearbelt
Step-by-Step Instructions
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
From the Documents module or Asset Documents, select Export as CSV.
Download the CSV file.
Use the included links and expiry date data to review or share compliance information externally.
Notes
Documents can have the following states: Active, Archived, or Deleted.
Only Active documents are relevant for ongoing compliance tracking.
Archived documents can be restored if required.
Only documents with an expiry date set will appear as expiring.
Keeping expiry dates up to date helps maintain accurate compliance tracking.
Archived or Deleted documents are excluded from active compliance reviews.