See staff certificates before they run out with a colour-coded sheet

Help me track when my staff's certificates and checks expire.

My business: [what you do]
Team and certificates: [e.g. Sam – first aid, expires 14/03/2027; Jo – food hygiene level 2, no date known]
Business-level checks too: [e.g. gas safety, PAT testing, insurance renewal]
How long renewals take to book: [e.g. courses book up 6 weeks ahead]
Who arranges renewals: [me, or each person]

Ask me up to 3 short questions first if anything important is missing. Wait for my answers.

Then:
1. A sheet layout: person (or "business"), certificate or check, date gained, expiry date, days left, renewal booked, notes.
2. A Google Sheets formula for days left.
3. Two conditional formatting rules: amber when 60 days or fewer are left, red when expired.
4. A short reminder message for staff whose certificate is due.
5. A monthly 5-minute routine for checking the sheet.

Leave dates blank where I haven't given them, and check which certificates are legally required on GOV.UK or HSE rather than stating it. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English.

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