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Field service work involves real risks — electrical hazards, confined spaces, working at height. Vynta’s compliance module helps you track certificates, risk assessments, and safety documentation so you’re always audit-ready.

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What Compliance Tracks

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Setting Up Compliance

1

Define certificate types

Go to Health & Safety > Settings and add the certificate types relevant to your business (e.g., “Electrical COC”, “Gas Compliance”, “First Aid”).
2

Set renewal periods

For each certificate type, set how often it needs renewal (e.g., annually, every 2 years).
3

Assign certificates to technicians

Upload certificate documents and assign them to team members. Vynta tracks expiry dates automatically.

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Certificate Expiry Alerts

When a certificate is approaching expiry:
  1. A warning appears in the Needs Attention panel on the dashboard
  2. The technician’s profile shows the certificate as “Expiring soon”
  3. If the certificate expires, the technician cannot be assigned to jobs requiring that certificate

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Job-Specific Risk Assessments

Before starting a job, technicians can complete a risk assessment:
  1. Open the work order and go to Safety
  2. Complete the risk assessment checklist (hazards, PPE required, access restrictions)
  3. Sign off on the assessment
  4. The completed assessment is stored against the work order

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Incident Reporting

Technicians can report incidents from the mobile app:
  1. Tap Report Incident
  2. Select the type (near-miss, injury, damage)
  3. Describe what happened
  4. Attach photos if needed
  5. Submit for admin review
Incidents are logged in the compliance dashboard and can be exported for audit purposes.

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FAQ

Yes. The mobile app has a simplified risk assessment form designed for field use.
The technician is flagged as non-compliant. They can still clock in and work, but they cannot be assigned to jobs that require the expired certificate until it’s renewed.
Yes. Go to Health & Safety > Reports and export certificate status, incident logs, and risk assessment records as CSV or PDF.