Certificate expiry tracker. A printable tracker for safety certificates across a portfolio — what is held for each property, when it expires, when it was ordered and what is outstanding.
This is the paper version. PropertyOptix does the same job on a phone, with the record filed against the property automatically.

What is on the sheet
- A row per property, grouped by landlord or block where that is how they are managed
- Each certificate held, its reference and its expiry date
- The date work was ordered, so a renewal in progress is visible as in progress
- Access problems and failed appointments, which is why most renewals are late
- Whether the certificate has been served on the tenant, and when
- Outstanding remedial work arising from any certificate, with an owner and a date
Why this record matters
The job a tracker does that a filing system cannot is tell you what is about to expire. Certificates are filed beautifully and renewed late, and the gap is almost always the same: nobody looked at the portfolio in expiry order until something had already lapsed.
Ordered is a separate column from expiry because the period between them is where the work actually sits. A certificate expiring in three weeks with an engineer booked is a different situation from the same date with nothing arranged, and a tracker that shows only dates cannot tell them apart.
No access is given its own column because it is the single commonest cause of a lapsed certificate and the one with the clearest evidential value. A landlord who has made and recorded repeated attempts to gain access is in a very different position from one who has not, and the record of those attempts has to exist before it is needed.
Remedial work is tracked alongside the certificate because a report with observations on it is not a clean bill. A certificate obtained, filed and never read, with unsatisfactory findings in it, is a worse position than not having had the inspection — and it is a common one.
Use it with
- Property compliance checklistA printable compliance checklist per property — which obligations apply, who holds each, when it was last satisfied and where the certificate is.
- Repair and works orderA printable works order — what was reported, what was authorised, who is doing it, what access was arranged and what the tenant was told.
- Contractor approval checklistA printable checklist for approving a contractor — insurance, registration for the trade they are doing, references and what has to be in place before they attend a tenanted property.
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© 2026 PropertyOptix. Free to print, copy and use in your business. Not for resale. Please keep this notice.
Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.