Start with your register.
Download the free template or export a UTF-8 CSV with its required headings. Keep one document requirement per row. Remove the fictional sample rows before using the template for real work.
Understand the registerCheck a contractor document register for missing requests, files awaiting human review and recorded expiries entering a renewal window.
Choose a CSV with the SiteNod template headings. This check runs in your browser; the file is not uploaded or saved.
The checker reads the business, document requirement, review state, recorded expiry and follow-up date from each CSV row. It separates missing, awaiting_review, rejected and approved records before looking at dates.
A received replacement stays in the review queue. The date on a previously accepted record remains visible until someone reviews the new file; a spreadsheet cell cannot approve it for you.
Approved rows with an expiry inside your chosen window become renewal planning work. Invalid dates and uncertain states are flagged for correction instead of being counted as current.
Download the free template or export a UTF-8 CSV with its required headings. Keep one document requirement per row. Remove the fictional sample rows before using the template for real work.
Understand the registerRun the check locally in this browser. Review every flagged row against the actual document, request and decision history. The tool does not store your file or tell you whether a contractor may work.
Download the action list, assign the next move and use the renewal planner to work backwards from an accepted document’s expiry. A calendar reminder still needs a person to follow through.
Use the renewal planner Adapt a request emailThe results use only the values in your CSV and your device’s local date. They cannot verify a document’s authenticity, policy terms, licence status, coverage, or whether the right contractor sent it. A blank expiry may be intentional for a non-expiring item; confirm that with your team.
The file stays in this browser session. Choosing a new file or clearing the result removes it from the page. A downloaded action list is saved on your own device and may include contractor names, so handle it under your organisation’s rules.
See the fictional review workflow