Expiry tracking

Licences, insurances, calibrations, permits: dates that must not slip past.

Expiry tracking is included in the paid plan.

Switching it on

In the form builder, every Date question has a Track expiry switch. Turn it on and, if you want an email, also turn on Notify when expired and choose who: a named staff member, or the person completing the form.

The expiry register

Forms → Expiry Register lists every submitted tracked date with its status: expired, due within 30 days, or current. Filter by form or status and open the submission from the row. Submissions made on earlier versions of a form are still included.

Emails

Once a day, each expired date is emailed to the chosen person, once. If the date is later updated (for example a renewed licence submitted on a new form), the new date is tracked from scratch. The email's wording can be changed under Settings → Email templates ("Form Date Expired").

On the dashboard

Pick the form on the dashboard to see counts of expired and due-soon dates alongside its submissions.

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