Free certification audit checklist

A practical list office managers use before OSHA visits, insurance renewals, or onboarding a new crew.

1. Export a current employee roster with hire dates and job roles.
2. List every required cert by role (OSHA, CPR, license, forklift, etc.).
3. Capture certificate number, issuer, issue date, and expiry date.
4. Flag anything expired or expiring within 30 days.
5. Assign an owner for each renewal and a reminder cadence.
6. Store proof documents where an auditor can retrieve them in under 5 minutes.
7. Re-run the packet monthly — not only when someone asks.