Glossary · Strategy and methodology

Expiry management

Expiry management is the discipline of tracking every dated supplier document and refreshing it before it lapses, so packs, portals and audits never surface expired evidence.

Full definition

Expiry management is defined as: Expiry management is the discipline of tracking every dated supplier document and refreshing it before it lapses, so packs, portals and audits never surface expired evidence.

Insurance certificates, security certifications, DBS checks and site licences all carry expiry dates. A single expired document is enough to fail a client audit or delay work starting on site.

The practical pattern is 60-day, 30-day and 7-day reminders per document, routed to whoever owns the refresh. Automating the reminder loop is the single highest-leverage change most teams can make.

Questions and answers

Put it into practice

Manage expiry management in Credbase.

Credbase brings every supplier document into one workspace, tracks expiry dates for you and turns the whole set into a shareable evidence pack. Free to start, no card required.