We are using Retail Management and Field Service Management, with the Contractor Management add-on. The goal is to track certificates of insurance that contractors maintain, specifically:
- Type of insurance cert,
- Start date,
- End date, and
- Copy of the certificate itself (attachment).
The dates are critical for planning as well as confirmation the contractor is currently insured.
We would also like to keep past certificate history for auditing purposes.
Has anyone else found a solution for this?
I'm trying out Contracts for now, Service type. This has start/end dates built in, could be set as a child of a larger vendor service contract. Open to other ideas.
Is there a mechanism for checking current service contracts for vendors as part of scheduling/dispatch? If so, that would make this a better match.
I considered skills, but they don't have any dates of validity attached. Just present or not present. Is there a way ServiceNow tracks renewed certifications? That was the other path I pursued but didn't find any useful answers (kept getting routed to either SSL cert mgmt, or university certification paths).
Thanks in advance for any pertinent experience/advice!
